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
276
$1.47M 0.07%
10,776
+1,111
277
$1.47M 0.07%
20,262
+343
278
$1.45M 0.06%
13,331
+372
279
$1.45M 0.06%
8,701
+40
280
$1.45M 0.06%
4,119
-1,239
281
$1.45M 0.06%
6,459
-217
282
$1.43M 0.06%
7,923
+2,820
283
$1.42M 0.06%
45,198
+9,834
284
$1.42M 0.06%
13,853
+316
285
$1.39M 0.06%
52,682
-2,972
286
$1.35M 0.06%
15,731
+113
287
$1.35M 0.06%
20,670
-4,020
288
$1.35M 0.06%
5,539
-293
289
$1.35M 0.06%
25,393
-5,104
290
$1.35M 0.06%
32,820
+563
291
$1.35M 0.06%
40,305
+1,931
292
$1.34M 0.06%
22,976
-15
293
$1.34M 0.06%
42,871
-946
294
$1.34M 0.06%
2,077
+115
295
$1.33M 0.06%
229,778
-2,255
296
$1.32M 0.06%
7,655
297
$1.32M 0.06%
29,888
+2,040
298
$1.32M 0.06%
13,915
+438
299
$1.31M 0.06%
31,484
-12,879
300
$1.31M 0.06%
50,351
+650
10 11
12
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