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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$11.5M
3
+$7.96M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.81M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.3M

Top Sells

1
+$14.7M
2
+$8.79M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.38M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.87M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
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1752
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1754
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1755
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$0 ﹤0.01%
15
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1761
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$0 ﹤0.01%
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1765
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-300
1767
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1768
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0
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$0 ﹤0.01%
+10
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1771
$0 ﹤0.01%
5
1772
$0 ﹤0.01%
+20
1773
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1774
$0 ﹤0.01%
4
-31
1775
– –
-62
68 69 70
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