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
576
$403K 0.02%
5,926
+28
577
$401K 0.02%
4,075
-1,333
578
$397K 0.02%
2,390
-638
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$396K 0.02%
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$395K 0.02%
9,372
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581
$392K 0.02%
4,310
-222
582
$391K 0.02%
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583
$389K 0.01%
153
584
$386K 0.01%
5,788
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585
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7,716
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586
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587
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2,454
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588
$381K 0.01%
4,440
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589
$377K 0.01%
12,559
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590
$373K 0.01%
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$367K 0.01%
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595
$362K 0.01%
4,563
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596
$362K 0.01%
21,465
-47,364
597
$361K 0.01%
2,998
-680
598
$361K 0.01%
24,131
+9,452
599
$360K 0.01%
22,855
+2,623
600
$359K 0.01%
4,966
22 23
24
25 26