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
826
$131K 0.01%
16,596
-411
827
$129K 0.01%
1,654
+640
828
$129K 0.01%
1,144
-264
829
$129K 0.01%
4,666
-1,766
830
$128K ﹤0.01%
1,476
831
$128K ﹤0.01%
1,018
832
$127K ﹤0.01%
947
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833
$127K ﹤0.01%
6,425
+167
834
$127K ﹤0.01%
2,546
+2,125
835
$127K ﹤0.01%
21,000
836
$127K ﹤0.01%
1,925
+80
837
$127K ﹤0.01%
3,156
838
$126K ﹤0.01%
36,620
-905
839
$125K ﹤0.01%
550
840
$125K ﹤0.01%
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$124K ﹤0.01%
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842
$124K ﹤0.01%
2,841
843
$124K ﹤0.01%
838
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844
$124K ﹤0.01%
1,000
845
$124K ﹤0.01%
2,769
846
$123K ﹤0.01%
737
847
$122K ﹤0.01%
1,290
848
$121K ﹤0.01%
909
+714
849
$121K ﹤0.01%
3,201
850
$121K ﹤0.01%
7,448
32 33
34
35 36