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
801
$152K 0.01%
1,508
802
$151K 0.01%
4,172
+46
803
$150K 0.01%
7,372
-6,948
804
$149K 0.01%
1,446
-38
805
$148K 0.01%
2,183
-296
806
$148K 0.01%
2,180
-415
807
$147K 0.01%
1,707
-17
808
$146K 0.01%
1,303
-3
809
$144K 0.01%
2,113
-526
810
$144K 0.01%
2,104
811
$144K 0.01%
2,315
-48
812
$142K 0.01%
324
-20
813
$142K 0.01%
5,734
+888
814
$141K 0.01%
9,639
-374
815
$141K 0.01%
3,988
-215
816
$140K 0.01%
10,967
817
$140K 0.01%
6,436
+457
818
$139K 0.01%
4,779
-284
819
$139K 0.01%
2,581
820
$137K 0.01%
670
821
$137K 0.01%
894
-7,172
822
$136K 0.01%
3,892
823
$135K 0.01%
4,573
-21
824
$134K 0.01%
667
+1
825
$134K 0.01%
4,100
-500
31 32
33
34 35