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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
$2.07B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$27.1M
3
+$9.72M
4
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$8.98M
5
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$8.8M

Top Sells

1
+$13.3M
2
+$11.9M
3
+$8.68M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$8.48M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.83M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.49%
3 Industrials 4.09%
4 Financials 4.02%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$5K ﹤0.01%
128
1552
$5K ﹤0.01%
+205
1553
$5K ﹤0.01%
17
-18
1554
$5K ﹤0.01%
152
1555
$5K ﹤0.01%
90
+30
1556
$5K ﹤0.01%
139
1557
$5K ﹤0.01%
59
1558
$5K ﹤0.01%
84
1559
$5K ﹤0.01%
339
1560
$5K ﹤0.01%
300
1561
$5K ﹤0.01%
48
1562
$4K ﹤0.01%
246
1563
$4K ﹤0.01%
79
1564
$4K ﹤0.01%
54
1565
$4K ﹤0.01%
47
1566
$4K ﹤0.01%
46
1567
$4K ﹤0.01%
99
1568
$4K ﹤0.01%
119
1569
$4K ﹤0.01%
+210
1570
$4K ﹤0.01%
225
-300
1571
$4K ﹤0.01%
34
1572
$4K ﹤0.01%
100
1573
$4K ﹤0.01%
1,000
1574
$4K ﹤0.01%
+46
1575
$4K ﹤0.01%
125
+8
61 62
63
64 65