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
$1.28B
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
1476
$8K ﹤0.01%
186
1477
$8K ﹤0.01%
+600
1478
$8K ﹤0.01%
287
+87
1479
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559
-358
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+1
1481
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1482
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400
1483
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-110
1484
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+500
1485
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37
-10
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450
1487
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150
1488
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+16
1489
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1,000
1490
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300
1491
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109
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1493
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500
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1495
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+65
1496
$7K ﹤0.01%
251
1497
$7K ﹤0.01%
550
-2,349
1498
$7K ﹤0.01%
200
1499
$7K ﹤0.01%
119
1500
$7K ﹤0.01%
465
58 59
60
61 62