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
$2.6B
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,862
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$16.2M
3
+$7.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.05M
5
HYBB icon
iShares BB Rated Corporate Bond ETF
HYBB
+$4.56M

Top Sells

1
+$50.3M
2
+$6.9M
3
+$4.92M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.41M
5
AVGO icon
Broadcom
AVGO
+$3.28M

Sector Composition

1 Technology 8.62%
2 Healthcare 4.45%
3 Industrials 3.99%
4 Financials 3.78%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.59M 0.06%
17,338
+17,036
277
$1.58M 0.06%
21,821
+541
278
$1.57M 0.06%
38,492
+678
279
$1.57M 0.06%
2,271
-9
280
$1.56M 0.06%
31,586
+648
281
$1.56M 0.06%
14,921
+1,639
282
$1.55M 0.06%
36,907
+1,664
283
$1.53M 0.06%
9,500
-585
284
$1.5M 0.06%
9,911
-1,160
285
$1.5M 0.06%
38,950
+5,617
286
$1.48M 0.06%
49,412
+1,934
287
$1.48M 0.06%
18,399
+621
288
$1.48M 0.06%
12,626
-466
289
$1.46M 0.06%
25,023
-12,799
290
$1.46M 0.06%
308,540
+21,650
291
$1.45M 0.06%
15,679
-58
292
$1.44M 0.06%
+45,881
293
$1.43M 0.05%
15,503
+2,613
294
$1.42M 0.05%
18,878
+1,141
295
$1.41M 0.05%
54,384
+281
296
$1.41M 0.05%
27,400
-2,005
297
$1.4M 0.05%
20,642
+1,509
298
$1.39M 0.05%
45,198
+18,157
299
$1.39M 0.05%
79,718
+16,148
300
$1.39M 0.05%
44,252
-800
10 11
12
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