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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
$1.28B
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
1851
– –
-1,043
1852
– –
-39
1853
– –
-350
1854
$0 ﹤0.01%
6
-44
1855
– –
-200
1856
– –
-500
1857
– –
-1,055
1858
– –
-245
1859
– –
-2,000
1860
– –
-300
1861
– –
-89
1862
$0 ﹤0.01%
1,400
1863
– –
-2,000
1864
– –
-200
1865
– –
-100
1866
$0 ﹤0.01%
195
1867
– –
-2,700
1868
– –
-1,322
1869
– –
-175
1870
– –
-400
1871
– –
-114
1872
– –
-572
1873
– –
-500
1874
– –
-534
1875
– –
-340
73 74
75
76 77