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
$1.68B
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
State Street Industrial Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
100
-24
1477
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89
1478
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+35
1479
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100
1480
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1,114
1481
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35
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1482
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40
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40
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1485
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500
-5,000
1486
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+315
1488
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+99
1489
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112
1490
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1491
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66
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1496
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89
1497
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34
1498
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37
1499
$3K ﹤0.01%
300
1500
$3K ﹤0.01%
100
58 59
60
61 62