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

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

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
1526
$2K ﹤0.01%
100
1527
– –
0
1528
$2K ﹤0.01%
+10
1529
$2K ﹤0.01%
60
1530
$2K ﹤0.01%
58
1531
$2K ﹤0.01%
+80
1532
$2K ﹤0.01%
150
1533
$2K ﹤0.01%
43
-2
1534
$2K ﹤0.01%
32
1535
$2K ﹤0.01%
50
1536
$2K ﹤0.01%
1
1537
$2K ﹤0.01%
+80
1538
$1K ﹤0.01%
100
1539
$1K ﹤0.01%
254
1540
$1K ﹤0.01%
40
1541
$1K ﹤0.01%
+100
1542
$1K ﹤0.01%
30
1543
$1K ﹤0.01%
1,284
1544
$1K ﹤0.01%
14
1545
$1K ﹤0.01%
25
1546
$1K ﹤0.01%
44
-1,034
1547
$1K ﹤0.01%
39
1548
$1K ﹤0.01%
100
1549
$1K ﹤0.01%
20
1550
$1K ﹤0.01%
150
60 61
62
63 64