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
726
$173K 0.01%
4,351
727
$173K 0.01%
2,104
728
$172K 0.01%
3,512
-4
729
$170K 0.01%
4,228
+2,807
730
$170K 0.01%
719
+18
731
$170K 0.01%
6,514
+6,328
732
$169K 0.01%
1,964
-1
733
$169K 0.01%
1,468
+1
734
$169K 0.01%
5,080
+3,160
735
$167K 0.01%
6,087
+772
736
$167K 0.01%
5,245
+4,595
737
$167K 0.01%
2,282
738
$167K 0.01%
1,008
739
$166K 0.01%
1,293
-78
740
$166K 0.01%
1,428
+22
741
$165K 0.01%
3,564
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742
$165K 0.01%
9,600
743
$165K 0.01%
1,536
744
$165K 0.01%
955
745
$165K 0.01%
3,710
+1,310
746
$165K 0.01%
3,577
+1,391
747
$164K 0.01%
1,794
-636
748
$163K 0.01%
+2,000
749
$163K 0.01%
781
+19
750
$162K 0.01%
5,693
28 29
30
31 32