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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
$1.06B
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.54M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.84M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.77M

Top Sells

1
+$3.76M
2
+$2.63M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.04M
5
GLD icon
SPDR Gold Trust
GLD
+$1.89M

Sector Composition

1 Technology 6.28%
2 Healthcare 5.35%
3 Industrials 5.08%
4 Consumer Staples 4.18%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$2K ﹤0.01%
43
1527
$2K ﹤0.01%
32
1528
$2K ﹤0.01%
300
-600
1529
$2K ﹤0.01%
80
1530
$1K ﹤0.01%
+60
1531
$1K ﹤0.01%
1,284
1532
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14
1533
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25
1534
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40
-423
1535
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39
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39
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$1K ﹤0.01%
100
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20
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+3
1540
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+20
1541
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1542
$1K ﹤0.01%
25
1543
$1K ﹤0.01%
94
+2
1544
$1K ﹤0.01%
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1545
$1K ﹤0.01%
21
1546
$1K ﹤0.01%
+11
1547
$1K ﹤0.01%
9
1548
$1K ﹤0.01%
+11
1549
$1K ﹤0.01%
100
1550
$1K ﹤0.01%
40
60 61
62
63 64