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
851
$114K 0.01%
2,981
-56
852
$113K 0.01%
531
+3
853
$112K 0.01%
4,682
+353
854
$112K 0.01%
906
-19
855
$112K 0.01%
2,447
856
$111K ﹤0.01%
1,060
857
$111K ﹤0.01%
2,376
-5
858
$110K ﹤0.01%
1,482
+857
859
$109K ﹤0.01%
2,722
-1,357
860
$108K ﹤0.01%
3,390
-4,535
861
$106K ﹤0.01%
10,198
-639
862
$106K ﹤0.01%
+7,000
863
$106K ﹤0.01%
711
-69
864
$105K ﹤0.01%
7,251
+632
865
$105K ﹤0.01%
7,551
-417
866
$105K ﹤0.01%
981
-63,317
867
$104K ﹤0.01%
2,500
868
$104K ﹤0.01%
1,740
-17
869
$103K ﹤0.01%
1,216
+182
870
$103K ﹤0.01%
263
+63
871
$103K ﹤0.01%
1,618
+1,069
872
$102K ﹤0.01%
3,114
+2,800
873
$102K ﹤0.01%
+955
874
$102K ﹤0.01%
7,500
875
$101K ﹤0.01%
3,334
-329
33 34
35
36 37