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
$1.68B
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
State Street Industrial Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
+15
1552
$2K ﹤0.01%
+6
1553
$2K ﹤0.01%
18
1554
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56
1555
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1,000
1556
$2K ﹤0.01%
23
-4
1557
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191
-11
1558
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6
-7,087
1559
$1K ﹤0.01%
23
-35
1560
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58
+2
1561
$1K ﹤0.01%
13
1562
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90
1563
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+19
1564
$1K ﹤0.01%
+80
1565
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+10
1566
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100
1567
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10
1568
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+10
1569
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40
1570
$1K ﹤0.01%
+38
1571
$1K ﹤0.01%
+43
1572
$1K ﹤0.01%
66
+2
1573
$1K ﹤0.01%
36
1574
$1K ﹤0.01%
+3
1575
$1K ﹤0.01%
85
61 62
63
64 65