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
1501
$3K ﹤0.01%
125
1502
$3K ﹤0.01%
+9
1503
$3K ﹤0.01%
+315
1504
$3K ﹤0.01%
+99
1505
$3K ﹤0.01%
112
1506
$3K ﹤0.01%
80
1507
$3K ﹤0.01%
100
1508
$3K ﹤0.01%
200
1509
$3K ﹤0.01%
101
1510
$3K ﹤0.01%
66
-26
1511
$3K ﹤0.01%
23
1512
$2K ﹤0.01%
21
1513
$2K ﹤0.01%
76
-50
1514
$2K ﹤0.01%
+67
1515
$2K ﹤0.01%
56
+1
1516
$2K ﹤0.01%
90
-800
1517
$2K ﹤0.01%
138
-18
1518
$2K ﹤0.01%
+18
1519
$2K ﹤0.01%
84
-3,366
1520
$2K ﹤0.01%
+15
1521
$2K ﹤0.01%
37
+10
1522
$2K ﹤0.01%
24
-2,576
1523
$2K ﹤0.01%
44
-65
1524
$2K ﹤0.01%
+11
1525
$2K ﹤0.01%
+23
59 60
61
62 63