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
476
$466K 0.02%
18,921
+2,308
477
$464K 0.02%
5,523
+67
478
$460K 0.02%
9,637
-384
479
$460K 0.02%
4,282
-550
480
$457K 0.02%
6,446
+2,599
481
$457K 0.02%
10,098
+2,175
482
$455K 0.02%
10,706
-188
483
$455K 0.02%
7,359
484
$449K 0.02%
11,485
+1,547
485
$444K 0.02%
3,748
+109
486
$444K 0.02%
4,042
-259
487
$442K 0.02%
13,413
+22
488
$442K 0.02%
4,296
-346
489
$438K 0.02%
8,395
-2,771
490
$436K 0.02%
3,197
-62
491
$435K 0.02%
14,359
+1,455
492
$432K 0.02%
3,735
-4,289
493
$431K 0.02%
+12,501
494
$430K 0.02%
8,724
+1,323
495
$429K 0.02%
7,088
-464
496
$421K 0.02%
4,943
+214
497
$420K 0.02%
4,332
-10,301
498
$419K 0.02%
6,785
-127
499
$418K 0.02%
310
+102
500
$418K 0.02%
14,808
+3,344
18 19
20
21 22