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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
$2.63B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$22.5M
3
+$19.4M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.71M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.2M

Top Sells

1
+$15.2M
2
+$13.5M
3
+$10.6M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$7.3M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.66M

Sector Composition

1 Technology 9.04%
2 Healthcare 4.36%
3 Industrials 4.32%
4 Financials 3.84%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$4K ﹤0.01%
187
1577
$4K ﹤0.01%
34
1578
$4K ﹤0.01%
143
+3
1579
$4K ﹤0.01%
185
1580
$4K ﹤0.01%
179
1581
$4K ﹤0.01%
+75
1582
$4K ﹤0.01%
85
1583
$4K ﹤0.01%
138
1584
$4K ﹤0.01%
709
+4
1585
$4K ﹤0.01%
217
1586
$4K ﹤0.01%
100
1587
$4K ﹤0.01%
100
1588
$4K ﹤0.01%
200
1589
$4K ﹤0.01%
693
1590
$4K ﹤0.01%
59
1591
$4K ﹤0.01%
1,500
1592
$4K ﹤0.01%
250
1593
$4K ﹤0.01%
262
1594
$4K ﹤0.01%
55
-462
1595
$4K ﹤0.01%
117
-8,616
1596
$4K ﹤0.01%
125
1597
$4K ﹤0.01%
153
1598
$4K ﹤0.01%
+64
1599
$4K ﹤0.01%
47
1600
$4K ﹤0.01%
52
62 63
64
65 66