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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
$1.38B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,864
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$28.1M
3
+$22.2M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$18.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.4M

Top Sells

1
+$27M
2
+$26.2M
3
+$22.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$19.4M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$14.9M

Sector Composition

1 Technology 9.19%
2 Healthcare 5.68%
3 Industrials 4.66%
4 Consumer Discretionary 4.52%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$3K ﹤0.01%
53
1527
$3K ﹤0.01%
+2,000
1528
$3K ﹤0.01%
100
1529
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200
1530
$3K ﹤0.01%
31
1531
$3K ﹤0.01%
22
1532
$3K ﹤0.01%
+500
1533
$3K ﹤0.01%
91
1534
$3K ﹤0.01%
320
1535
$3K ﹤0.01%
100
-100
1536
$3K ﹤0.01%
23
1537
$3K ﹤0.01%
500
1538
$3K ﹤0.01%
83
1539
$3K ﹤0.01%
207
+1
1540
$3K ﹤0.01%
+110
1541
$3K ﹤0.01%
19
1542
$3K ﹤0.01%
23
1543
$3K ﹤0.01%
35
1544
$3K ﹤0.01%
+1,000
1545
$3K ﹤0.01%
250
1546
$3K ﹤0.01%
125
1547
$3K ﹤0.01%
279
1548
$3K ﹤0.01%
+100
1549
$3K ﹤0.01%
+400
1550
$3K ﹤0.01%
160
60 61
62
63 64