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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
1,000
1552
$2K ﹤0.01%
1,000
1553
$2K ﹤0.01%
3,618
-193
1554
$2K ﹤0.01%
1,000
1555
$2K ﹤0.01%
62
1556
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35
1557
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36
1558
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191
-11
1559
$1K ﹤0.01%
+3
1560
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85
1561
$1K ﹤0.01%
+10
1562
$1K ﹤0.01%
100
1563
$1K ﹤0.01%
10
1564
$1K ﹤0.01%
+10
1565
$1K ﹤0.01%
40
1566
$1K ﹤0.01%
+38
1567
$1K ﹤0.01%
+43
1568
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66
+2
1569
$1K ﹤0.01%
23
1570
$1K ﹤0.01%
+10
1571
$1K ﹤0.01%
6
-7,087
1572
$1K ﹤0.01%
23
-35
1573
$1K ﹤0.01%
58
+2
1574
$1K ﹤0.01%
13
1575
$1K ﹤0.01%
11
61 62
63
64 65