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
876
$110K ﹤0.01%
10,073
+43
877
$109K ﹤0.01%
3,597
-135
878
$109K ﹤0.01%
2,082
879
$109K ﹤0.01%
1,075
880
$109K ﹤0.01%
3,562
-73
881
$109K ﹤0.01%
4,069
882
$106K ﹤0.01%
5,654
-5,864
883
$106K ﹤0.01%
5,649
884
$106K ﹤0.01%
3,152
+232
885
$106K ﹤0.01%
297
+162
886
$105K ﹤0.01%
1,407
-55
887
$105K ﹤0.01%
2,206
-50
888
$104K ﹤0.01%
1,822
+646
889
$104K ﹤0.01%
5,700
-200
890
$103K ﹤0.01%
565
891
$103K ﹤0.01%
24,716
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892
$103K ﹤0.01%
4,403
-244
893
$103K ﹤0.01%
2,326
-5
894
$103K ﹤0.01%
4,100
895
$103K ﹤0.01%
1,927
-457
896
$102K ﹤0.01%
2,057
+85
897
$101K ﹤0.01%
3,000
898
$101K ﹤0.01%
564
-4
899
$100K ﹤0.01%
10,989
900
$100K ﹤0.01%
3,509
-73
34 35
36
37 38