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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
$1.42B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.2M
3
+$8.61M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.04M

Top Sells

1
+$22M
2
+$14.4M
3
+$10.9M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$10.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.95M

Sector Composition

1 Technology 7.47%
2 Healthcare 6.03%
3 Industrials 5.34%
4 Financials 4.85%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$7K ﹤0.01%
215
-905
1527
$7K ﹤0.01%
35
1528
$7K ﹤0.01%
+200
1529
$7K ﹤0.01%
349
-8
1530
$7K ﹤0.01%
202
1531
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154
1532
$7K ﹤0.01%
+116
1533
$7K ﹤0.01%
16
1534
$7K ﹤0.01%
17
1535
$7K ﹤0.01%
137
-354
1536
$6K ﹤0.01%
165
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1537
$6K ﹤0.01%
125
1538
$6K ﹤0.01%
400
1539
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40
1540
$6K ﹤0.01%
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1541
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130
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1542
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128
+1
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$6K ﹤0.01%
65
1544
$6K ﹤0.01%
537
+7
1545
$6K ﹤0.01%
135
1546
$6K ﹤0.01%
+1,500
1547
$6K ﹤0.01%
119
-105
1548
$6K ﹤0.01%
148
-160
1549
$6K ﹤0.01%
80
-27
1550
$6K ﹤0.01%
146
60 61
62
63 64