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
351
$1.11M 0.04%
+22,218
352
$1.1M 0.04%
5,451
-178
353
$1.1M 0.04%
5,576
-47
354
$1.1M 0.04%
+36,685
355
$1.07M 0.04%
2,740
-9
356
$1.06M 0.04%
52,963
+894
357
$1.06M 0.04%
21,814
+1,180
358
$1.04M 0.04%
8,396
+8,072
359
$1.04M 0.04%
9,633
+991
360
$1.04M 0.04%
30,048
+1,101
361
$1.04M 0.04%
+28,287
362
$1.04M 0.04%
4,431
+578
363
$1.04M 0.04%
31,424
+1,229
364
$1.04M 0.04%
23,411
-198
365
$1.03M 0.04%
9,123
+601
366
$1.02M 0.04%
42,824
+6,730
367
$1.02M 0.04%
1,239
+1,178
368
$1.02M 0.04%
6,435
+57
369
$1.01M 0.04%
28,523
-11,202
370
$1.01M 0.04%
2,721
-287
371
$1.01M 0.04%
13,127
-32
372
$1.01M 0.04%
8,376
-156
373
$1M 0.04%
13,451
+5,459
374
$1M 0.04%
8,085
+1,113
375
$997K 0.04%
38,787
+219
13 14
15
16 17