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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.96M
3
+$6.51M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.11M

Top Sells

1
+$5.82M
2
+$5.48M
3
+$4.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.85M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.59M

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
1501
$2K ﹤0.01%
100
-100
1502
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+100
1503
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+42
1504
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56
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1505
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1506
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1507
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50
1508
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1509
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31
+11
1510
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39
+15
1511
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+44
1512
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40
1513
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1514
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1515
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50
1516
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1517
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1518
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84
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1520
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1521
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+33
1522
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84
1523
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77
1524
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100
1525
– –
0
59 60
61
62 63