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
1726
$2K ﹤0.01%
199
-169
1727
$2K ﹤0.01%
508
1728
$2K ﹤0.01%
+300
1729
$2K ﹤0.01%
200
-1,200
1730
$2K ﹤0.01%
+23
1731
$2K ﹤0.01%
380
-420
1732
$2K ﹤0.01%
80
1733
$2K ﹤0.01%
100
1734
$2K ﹤0.01%
91
-109
1735
$2K ﹤0.01%
56
1736
$2K ﹤0.01%
25
-40
1737
$2K ﹤0.01%
+50
1738
$2K ﹤0.01%
99
1739
$2K ﹤0.01%
100
1740
$2K ﹤0.01%
100
1741
$2K ﹤0.01%
46
1742
$2K ﹤0.01%
+200
1743
$2K ﹤0.01%
62
-42
1744
$2K ﹤0.01%
96
1745
$2K ﹤0.01%
32
-50
1746
$2K ﹤0.01%
40
1747
$2K ﹤0.01%
50
-70
1748
$2K ﹤0.01%
36
1749
$2K ﹤0.01%
25
1750
$2K ﹤0.01%
+15
68 69
70
71 72