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
1501
$7K ﹤0.01%
+400
1502
$7K ﹤0.01%
218
-159
1503
$7K ﹤0.01%
+200
1504
$7K ﹤0.01%
+300
1505
$7K ﹤0.01%
128
1506
$7K ﹤0.01%
8,500
1507
$7K ﹤0.01%
35
-29
1508
$7K ﹤0.01%
+117
1509
$7K ﹤0.01%
250
-800
1510
$7K ﹤0.01%
390
1511
$7K ﹤0.01%
+500
1512
$7K ﹤0.01%
650
1513
$7K ﹤0.01%
102
1514
$6K ﹤0.01%
104
-26
1515
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100
1516
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202
1517
$6K ﹤0.01%
400
1518
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93
-107
1519
$6K ﹤0.01%
100
-70
1520
$6K ﹤0.01%
101
+1
1521
$6K ﹤0.01%
300
-44
1522
$6K ﹤0.01%
18
-6
1523
$6K ﹤0.01%
65
1524
$6K ﹤0.01%
530
1525
$6K ﹤0.01%
226
59 60
61
62 63