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
776
$148K 0.01%
4,827
+2,585
777
$148K 0.01%
713
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778
$148K 0.01%
944
779
$148K 0.01%
1,686
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780
$147K 0.01%
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781
$147K 0.01%
643
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782
$146K 0.01%
3,418
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783
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784
$146K 0.01%
500
785
$146K 0.01%
290
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786
$146K 0.01%
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789
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$144K 0.01%
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$143K 0.01%
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795
$141K 0.01%
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797
$140K 0.01%
769
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$140K 0.01%
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799
$139K 0.01%
1,000
800
$139K 0.01%
2,725
30 31
32
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