BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$4K ﹤0.01%
100
1452
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125
1453
$4K ﹤0.01%
660
1454
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80
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+348
1456
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31
1457
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59
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$3K ﹤0.01%
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1459
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665
1460
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85
1461
$3K ﹤0.01%
750
1462
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27
1463
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90
1464
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400
1465
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80
1466
$3K ﹤0.01%
+500
1467
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130
1468
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508
1469
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60
1470
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175
1471
$3K ﹤0.01%
35
1472
$3K ﹤0.01%
75
-27
1473
$3K ﹤0.01%
189
1474
$3K ﹤0.01%
78
1475
$3K ﹤0.01%
800
-1,600
57 58
59
60 61