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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
$1.42B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.2M
3
+$8.61M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.04M

Top Sells

1
+$22M
2
+$14.4M
3
+$10.9M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$10.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.95M

Sector Composition

1 Technology 7.47%
2 Healthcare 6.03%
3 Industrials 5.34%
4 Financials 4.85%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-14
1877
$0 ﹤0.01%
5
-2
1878
– –
-100
1879
– –
-150
1880
– –
-1,000
1881
– –
-40
1882
$0 ﹤0.01%
85
1883
– –
-200
1884
$0 ﹤0.01%
6
1885
$0 ﹤0.01%
+4
1886
– –
-6,041
1887
– –
-400
1888
– –
-200
1889
$0 ﹤0.01%
20
1890
$0 ﹤0.01%
+24
1891
– –
-460
1892
– –
-1,139
1893
– –
-949
1894
$0 ﹤0.01%
+13
1895
$0 ﹤0.01%
8
-4
1896
– –
-573
1897
– –
-6,241
1898
– –
-55
1899
– –
-100
1900
$0 ﹤0.01%
14
74 75
76
77 78