BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$9K ﹤0.01%
922
-1,000
1452
$9K ﹤0.01%
116
1453
$9K ﹤0.01%
187
-2,407
1454
$9K ﹤0.01%
297
-120
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578
1456
$9K ﹤0.01%
+98
1457
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304
1458
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116
1459
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250
-100
1460
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222
1461
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154
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613
-53
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180
1464
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1465
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1466
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1467
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1469
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362
-553
1470
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444
+6
1471
$8K ﹤0.01%
436
1472
$8K ﹤0.01%
48
-144
1473
$8K ﹤0.01%
263
1474
$8K ﹤0.01%
186
1475
$8K ﹤0.01%
+600
57 58
59
60 61