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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
1901
$0 ﹤0.01%
50
1902
– –
-660
1903
– –
-100
1904
– –
-633
1905
$0 ﹤0.01%
154
1906
$0 ﹤0.01%
42
-7
1907
– –
-29
1908
– –
-136
1909
– –
-42
1910
– –
-60
1911
– –
-111
1912
– –
-69
1913
– –
0
1914
– –
-97
1915
– –
-248
1916
– –
-24
1917
– –
-1,200
1918
– –
-340
1919
– –
-1,096
1920
– –
-110
1921
– –
-23
1922
$0 ﹤0.01%
20
1923
– –
-150
1924
– –
-32
1925
– –
-187
75 76
77
78 79