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
801
$139K 0.01%
1,731
-54
802
$138K 0.01%
3,555
-623
803
$138K 0.01%
3,587
804
$138K 0.01%
1,803
805
$138K 0.01%
1,513
-10
806
$137K 0.01%
1,200
807
$136K 0.01%
4,445
+907
808
$136K 0.01%
621
+114
809
$136K 0.01%
1,917
+1,316
810
$135K 0.01%
7,720
+2,620
811
$134K 0.01%
1,337
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812
$133K 0.01%
3,363
813
$133K 0.01%
4,052
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814
$132K 0.01%
783
815
$132K 0.01%
+6,148
816
$131K 0.01%
2,341
817
$131K 0.01%
6,475
818
$131K 0.01%
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$131K 0.01%
2,390
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820
$131K 0.01%
2,430
821
$130K 0.01%
7,108
+4,008
822
$130K 0.01%
3,561
-2,960
823
$129K 0.01%
1,449
-1,100
824
$129K 0.01%
1,502
+75
825
$129K 0.01%
702
-30
31 32
33
34 35