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
651
$283K 0.01%
+5,577
652
$282K 0.01%
8,806
653
$280K 0.01%
4,241
654
$277K 0.01%
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655
$274K 0.01%
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657
$271K 0.01%
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658
$270K 0.01%
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660
$268K 0.01%
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661
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662
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3,870
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663
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25,863
664
$262K 0.01%
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$261K 0.01%
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$260K 0.01%
4,081
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45,050
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672
$254K 0.01%
3,106
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$252K 0.01%
7,609
-13,581
674
$250K 0.01%
10,896
675
$250K 0.01%
1,277
+16
25 26
27
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