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
876
$101K ﹤0.01%
1,098
-406
877
$100K ﹤0.01%
564
+6
878
$100K ﹤0.01%
1,944
+408
879
$99K ﹤0.01%
3,054
+2,554
880
$99K ﹤0.01%
3,650
+100
881
$99K ﹤0.01%
1,763
+3
882
$98K ﹤0.01%
950
+146
883
$98K ﹤0.01%
2,265
+80
884
$98K ﹤0.01%
1,744
885
$97K ﹤0.01%
906
+150
886
$97K ﹤0.01%
1,726
+10
887
$97K ﹤0.01%
864
+530
888
$96K ﹤0.01%
+1,380
889
$96K ﹤0.01%
4,363
+1,906
890
$96K ﹤0.01%
3,645
891
$96K ﹤0.01%
8,717
-175
892
$96K ﹤0.01%
1,000
893
$96K ﹤0.01%
1,850
894
$96K ﹤0.01%
1,060
+959
895
$96K ﹤0.01%
831
-706
896
$95K ﹤0.01%
119
897
$95K ﹤0.01%
+2,450
898
$94K ﹤0.01%
2,729
-1,049
899
$94K ﹤0.01%
+552
900
$93K ﹤0.01%
2,790
34 35
36
37 38