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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
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$7.89M
3
+$5.9M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.55M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.59M

Top Sells

1
+$8.89M
2
+$8.23M
3
+$7.13M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$5.71M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.85%
2 Healthcare 6.35%
3 Industrials 4.66%
4 Consumer Staples 4.46%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-1,300
1927
– –
-111
1928
$0 ﹤0.01%
12
1929
– –
-42
1930
– –
-33
1931
– –
-12
1932
– –
-80
1933
– –
-210
1934
– –
-14,307
1935
– –
-52
1936
– –
-136
1937
– –
-94
1938
– –
-21
1939
– –
-5,440
1940
– –
-304
1941
– –
-150
1942
– –
-339
1943
– –
-125
1944
– –
-50
1945
$0 ﹤0.01%
+18
1946
– –
-123
1947
– –
-15
1948
– –
-54
1949
– –
-27
1950
– –
-150
75 76 77
78
79