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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$7.18M
3
+$6.39M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.72M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.48M

Top Sells

1
+$6.26M
2
+$5.82M
3
+$4.92M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.6M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.44M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$3K ﹤0.01%
125
-10
1702
$3K ﹤0.01%
22
1703
$3K ﹤0.01%
26
1704
$3K ﹤0.01%
122
1705
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+342
1706
$3K ﹤0.01%
61
1707
$3K ﹤0.01%
36
-964
1708
$3K ﹤0.01%
250
1709
$3K ﹤0.01%
2,291
1710
$3K ﹤0.01%
+23
1711
$3K ﹤0.01%
10
1712
$3K ﹤0.01%
665
1713
$3K ﹤0.01%
40
1714
$3K ﹤0.01%
+89
1715
$3K ﹤0.01%
252
1716
$3K ﹤0.01%
195
1717
$3K ﹤0.01%
+21
1718
$3K ﹤0.01%
568
1719
$3K ﹤0.01%
1,250
1720
$3K ﹤0.01%
250
-723
1721
$3K ﹤0.01%
415
1722
$3K ﹤0.01%
300
1723
$2K ﹤0.01%
+37
1724
$2K ﹤0.01%
200
1725
$2K ﹤0.01%
+44
67 68
69
70 71