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
$1.28B
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
1526
$6K ﹤0.01%
366
-25
1527
$6K ﹤0.01%
200
1528
$6K ﹤0.01%
237
1529
$6K ﹤0.01%
76
1530
$6K ﹤0.01%
427
1531
$6K ﹤0.01%
200
1532
$6K ﹤0.01%
104
-26
1533
$6K ﹤0.01%
1,400
-1,500
1534
$6K ﹤0.01%
100
-61
1535
$6K ﹤0.01%
280
1536
$6K ﹤0.01%
250
1537
$6K ﹤0.01%
210
-1,560
1538
$6K ﹤0.01%
215
-20
1539
$6K ﹤0.01%
101
-9
1540
$6K ﹤0.01%
120
-390
1541
$6K ﹤0.01%
50
1542
$6K ﹤0.01%
496
1543
$6K ﹤0.01%
280
1544
$6K ﹤0.01%
367
1545
$6K ﹤0.01%
200
1546
$6K ﹤0.01%
246
-865
1547
$6K ﹤0.01%
33
1548
$6K ﹤0.01%
935
1549
$6K ﹤0.01%
34
-83
1550
$6K ﹤0.01%
100
60 61
62
63 64