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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
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Sells

1 +$8.89M
2 +$8.23M
3 +$7.13M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$5.71M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.85%
2 Healthcare 6.35%
3 Industrials 4.66%
4 Consumer Staples 4.46%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
0
1652
$1K ﹤0.01%
30
1653
$1K ﹤0.01%
55
1654
$1K ﹤0.01%
1,265
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47
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$1K ﹤0.01%
50
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$1K ﹤0.01%
150
-350
1658
$1K ﹤0.01%
4,000
1659
$1K ﹤0.01%
650
1660
$1K ﹤0.01%
62
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$1K ﹤0.01%
35
1662
$1K ﹤0.01%
186
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-7,349
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$1K ﹤0.01%
206
-7,814
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$1K ﹤0.01%
208
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$1K ﹤0.01%
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-96
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$1K ﹤0.01%
400
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1669
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1670
$1K ﹤0.01%
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1672
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34
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$1K ﹤0.01%
62
1674
$1K ﹤0.01%
80
-2,590
1675
$1K ﹤0.01%
25