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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
1626
$5K ﹤0.01%
70
1627
$5K ﹤0.01%
8,500
1628
$5K ﹤0.01%
100
1629
$5K ﹤0.01%
415
1630
$5K ﹤0.01%
48
+17
1631
$5K ﹤0.01%
200
1632
$5K ﹤0.01%
175
-32,020
1633
$5K ﹤0.01%
120
1634
$5K ﹤0.01%
215
1635
$5K ﹤0.01%
100
1636
$5K ﹤0.01%
465
1637
$5K ﹤0.01%
315
-700
1638
$5K ﹤0.01%
73
-257
1639
$5K ﹤0.01%
+792
1640
$5K ﹤0.01%
175
1641
$5K ﹤0.01%
2,000
1642
$5K ﹤0.01%
18
1643
$5K ﹤0.01%
90
1644
$5K ﹤0.01%
+524
1645
$5K ﹤0.01%
250
1646
$4K ﹤0.01%
101
+1
1647
$4K ﹤0.01%
300
-1,000
1648
$4K ﹤0.01%
295
1649
$4K ﹤0.01%
400
1650
$4K ﹤0.01%
45
64 65
66
67 68