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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
1576
$4K ﹤0.01%
114
1577
$4K ﹤0.01%
153
1578
$4K ﹤0.01%
100
1579
$4K ﹤0.01%
900
-1,000
1580
$4K ﹤0.01%
286
+6
1581
$4K ﹤0.01%
500
1582
$4K ﹤0.01%
37
1583
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24
1584
$4K ﹤0.01%
+82
1585
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157
1586
$4K ﹤0.01%
52
1587
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232
1588
$4K ﹤0.01%
+100
1589
$4K ﹤0.01%
500
1590
$4K ﹤0.01%
23
1591
$4K ﹤0.01%
200
1592
$4K ﹤0.01%
57
1593
$4K ﹤0.01%
+86
1594
$4K ﹤0.01%
+85
1595
$4K ﹤0.01%
28
1596
$4K ﹤0.01%
117
+3
1597
$4K ﹤0.01%
295
1598
$4K ﹤0.01%
140
1599
$4K ﹤0.01%
45
1600
$4K ﹤0.01%
380
-100
62 63
64
65 66