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
751
$188K 0.01%
3,538
+15
752
$187K 0.01%
3,916
+96
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$187K 0.01%
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754
$185K 0.01%
17,300
+4,200
755
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756
$183K 0.01%
8,861
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757
$183K 0.01%
879
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758
$182K 0.01%
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$182K 0.01%
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3,125
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761
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443
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762
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763
$180K 0.01%
10,367
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$179K 0.01%
4,417
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$177K 0.01%
386
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766
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$173K 0.01%
4,034
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1,000
773
$172K 0.01%
6,362
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774
$172K 0.01%
1,231
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775
$171K 0.01%
8,742
29 30
31
32 33