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
551
$444K 0.02%
6,553
552
$442K 0.02%
1,545
+383
553
$441K 0.02%
143
+33
554
$441K 0.02%
21,180
+3,904
555
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21,206
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556
$438K 0.02%
14,285
+1,350
557
$435K 0.02%
3,556
-213
558
$434K 0.02%
500
559
$434K 0.02%
6,135
+774
560
$431K 0.02%
3,197
561
$430K 0.02%
2,196
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562
$425K 0.02%
16,746
+390
563
$424K 0.02%
19,940
-2,026
564
$420K 0.02%
12,650
+12,403
565
$414K 0.02%
6,009
-1,316
566
$414K 0.02%
15,286
+1,152
567
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5,943
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568
$412K 0.02%
13,539
-3,904
569
$412K 0.02%
4,744
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570
$409K 0.02%
1,826
571
$407K 0.02%
9,907
+5,050
572
$407K 0.02%
6,390
+3,036
573
$406K 0.02%
18,629
+269
574
$405K 0.02%
1,589
-2
575
$403K 0.02%
7,582
+54
21 22
23
24 25