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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
1576
$2K ﹤0.01%
32
1577
$2K ﹤0.01%
19
1578
$2K ﹤0.01%
148
-4,206
1579
$2K ﹤0.01%
139
1580
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57
1581
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88
1582
$2K ﹤0.01%
100
1583
$2K ﹤0.01%
+1,114
1584
$2K ﹤0.01%
251
1585
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34
-633
1586
$2K ﹤0.01%
33
1587
$2K ﹤0.01%
+44
1588
$2K ﹤0.01%
64
1589
$2K ﹤0.01%
56
1590
$2K ﹤0.01%
+1,000
1591
$2K ﹤0.01%
33
1592
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6
1593
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200
1594
$2K ﹤0.01%
112
1595
$2K ﹤0.01%
+52
1596
$2K ﹤0.01%
55
1597
$2K ﹤0.01%
140
1598
$2K ﹤0.01%
48
+1
1599
$2K ﹤0.01%
80
1600
$2K ﹤0.01%
+176
62 63
64
65 66