BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
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
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

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
1751
$2K ﹤0.01%
22
1752
$2K ﹤0.01%
100
1753
$2K ﹤0.01%
3
-22
1754
$2K ﹤0.01%
19
-13
1755
$2K ﹤0.01%
200
-1,200
1756
$2K ﹤0.01%
+23
1757
$2K ﹤0.01%
380
-420
1758
$2K ﹤0.01%
200
-3,200
1759
$2K ﹤0.01%
261
1760
$2K ﹤0.01%
50
1761
$2K ﹤0.01%
16
1762
$2K ﹤0.01%
22
1763
$2K ﹤0.01%
+6
1764
$2K ﹤0.01%
85
1765
$2K ﹤0.01%
25
-125
1766
$2K ﹤0.01%
112
1767
$2K ﹤0.01%
2
-1
1768
$2K ﹤0.01%
28
+17
1769
$2K ﹤0.01%
83
-817
1770
$2K ﹤0.01%
55
-108
1771
$2K ﹤0.01%
80
1772
$2K ﹤0.01%
100
1773
$2K ﹤0.01%
91
-109
1774
$2K ﹤0.01%
125
1775
$2K ﹤0.01%
166
69 70
71
72 73