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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
$1.42B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.2M
3
+$8.61M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.04M

Top Sells

1
+$22M
2
+$14.4M
3
+$10.9M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$10.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.95M

Sector Composition

1 Technology 7.47%
2 Healthcare 6.03%
3 Industrials 5.34%
4 Financials 4.85%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$5K ﹤0.01%
100
-509
1602
$5K ﹤0.01%
101
+1
1603
$5K ﹤0.01%
230
1604
$5K ﹤0.01%
120
1605
$5K ﹤0.01%
44
+23
1606
$5K ﹤0.01%
31
1607
$5K ﹤0.01%
400
1608
$5K ﹤0.01%
60
1609
$5K ﹤0.01%
62
-36
1610
$5K ﹤0.01%
212
1611
$5K ﹤0.01%
250
1612
$5K ﹤0.01%
+260
1613
$5K ﹤0.01%
48
1614
$5K ﹤0.01%
372
-565
1615
$5K ﹤0.01%
+353
1616
$5K ﹤0.01%
202
1617
$5K ﹤0.01%
98
1618
$5K ﹤0.01%
76
1619
$5K ﹤0.01%
94
1620
$5K ﹤0.01%
80
1621
$5K ﹤0.01%
39
1622
$5K ﹤0.01%
56
-236
1623
$5K ﹤0.01%
295
1624
$5K ﹤0.01%
+152
1625
$5K ﹤0.01%
122
-156
63 64
65
66 67