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
776
$169K 0.01%
4,027
-112
777
$169K 0.01%
1,660
+242
778
$169K 0.01%
16,347
-400
779
$168K 0.01%
511
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781
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3,435
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$165K 0.01%
4,024
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$163K 0.01%
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784
$161K 0.01%
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785
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786
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787
$161K 0.01%
12,000
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789
$159K 0.01%
6,408
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790
$159K 0.01%
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$155K 0.01%
1,503
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1,017
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799
$153K 0.01%
2,270
-478
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$152K 0.01%
8,895
+55
30 31
32
33 34