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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
59
-47
1477
$3K ﹤0.01%
207
1478
$3K ﹤0.01%
101
+1
1479
$3K ﹤0.01%
+74
1480
$3K ﹤0.01%
+50
1481
$3K ﹤0.01%
106
-202
1482
$3K ﹤0.01%
15
-46
1483
$3K ﹤0.01%
150
-65
1484
$3K ﹤0.01%
19
1485
$3K ﹤0.01%
100
-24
1486
$3K ﹤0.01%
89
1487
$3K ﹤0.01%
+35
1488
$3K ﹤0.01%
+35
1489
$3K ﹤0.01%
100
1490
$3K ﹤0.01%
1,114
1491
$3K ﹤0.01%
35
-3
1492
$3K ﹤0.01%
40
-50
1493
$3K ﹤0.01%
40
1494
$3K ﹤0.01%
100
1495
$3K ﹤0.01%
500
-5,000
1496
$3K ﹤0.01%
35
-35
1497
$3K ﹤0.01%
53
1498
$3K ﹤0.01%
200
1499
$3K ﹤0.01%
100
-10
1500
$3K ﹤0.01%
5,000
58 59
60
61 62