BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.01M
3
+$6.78M
4
NVDA icon
NVIDIA
NVDA
+$4.41M
5
CVX icon
Chevron
CVX
+$4.15M

Top Sells

1
+$14.3M
2
+$7.13M
3
+$6.78M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.02M
5
AA icon
Alcoa
AA
+$3.95M

Sector Composition

1 Technology 9.29%
2 Consumer Discretionary 5.19%
3 Healthcare 5.11%
4 Industrials 4.38%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.78M 0.08%
10,317
+231
252
$1.78M 0.08%
19,098
-560
253
$1.75M 0.08%
+38,441
254
$1.73M 0.08%
+37,141
255
$1.71M 0.08%
11,903
+4,487
256
$1.7M 0.08%
13,879
-138
257
$1.7M 0.08%
4,674
+27
258
$1.69M 0.08%
16,132
+1,032
259
$1.69M 0.08%
9,558
-137
260
$1.66M 0.07%
10,985
+174
261
$1.65M 0.07%
17,371
-1,582
262
$1.64M 0.07%
9,380
+188
263
$1.64M 0.07%
14,760
-628
264
$1.63M 0.07%
5,062
-152
265
$1.61M 0.07%
35,686
-1,226
266
$1.6M 0.07%
11,630
+1,400
267
$1.6M 0.07%
23,516
+5,131
268
$1.59M 0.07%
20,500
+17,137
269
$1.55M 0.07%
15,970
+47
270
$1.54M 0.07%
4,032
+99
271
$1.54M 0.07%
9,204
+190
272
$1.5M 0.07%
36,112
+1,407
273
$1.5M 0.07%
4,285
+37
274
$1.49M 0.07%
4,152
+9
275
$1.47M 0.07%
26,439
+495
9 10
11
12 13