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
701
$190K 0.01%
1,019
-328
702
$189K 0.01%
3,937
+1,252
703
$189K 0.01%
2,631
+1,142
704
$188K 0.01%
1,601
+23
705
$187K 0.01%
7,455
-386
706
$187K 0.01%
1,620
+123
707
$187K 0.01%
6,025
+6,024
708
$186K 0.01%
6,070
-50
709
$186K 0.01%
3,841
+281
710
$185K 0.01%
6,085
+3,965
711
$184K 0.01%
1,792
+2
712
$183K 0.01%
7,018
+693
713
$183K 0.01%
6,466
+666
714
$181K 0.01%
3,612
715
$181K 0.01%
1,104
+34
716
$181K 0.01%
1,733
-15
717
$180K 0.01%
2,995
-11,740
718
$179K 0.01%
1,713
+1,250
719
$179K 0.01%
1,142
720
$179K 0.01%
3,341
721
$178K 0.01%
2,902
-326
722
$178K 0.01%
1,623
-495
723
$176K 0.01%
1,548
+80
724
$176K 0.01%
11,704
725
$176K 0.01%
2,898
27 28
29
30 31