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
751
$162K 0.01%
1,555
-6
752
$161K 0.01%
255
+30
753
$160K 0.01%
3,765
+552
754
$159K 0.01%
7,300
-27,709
755
$157K 0.01%
5,857
+3,255
756
$156K 0.01%
5,504
+676
757
$156K 0.01%
3,403
-574
758
$156K 0.01%
9,678
759
$155K 0.01%
2,713
+1,015
760
$155K 0.01%
2,353
-82
761
$155K 0.01%
5,085
+2,035
762
$155K 0.01%
3,000
763
$155K 0.01%
355
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764
$155K 0.01%
8,140
+2,100
765
$155K 0.01%
+10,000
766
$154K 0.01%
4,020
-667
767
$154K 0.01%
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768
$153K 0.01%
7,186
+489
769
$152K 0.01%
8,329
+6,239
770
$152K 0.01%
368
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771
$151K 0.01%
1,513
772
$151K 0.01%
5,163
+3,450
773
$150K 0.01%
5,093
-829
774
$149K 0.01%
453
-54
775
$149K 0.01%
656
+102
29 30
31
32 33