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
901
$93K ﹤0.01%
1,561
-1,348
902
$92K ﹤0.01%
1,610
+82
903
$92K ﹤0.01%
5,135
+707
904
$90K ﹤0.01%
3,047
+469
905
$89K ﹤0.01%
2,408
+329
906
$89K ﹤0.01%
5,887
-42
907
$89K ﹤0.01%
2,110
-2
908
$89K ﹤0.01%
809
+52
909
$89K ﹤0.01%
343
-384
910
$88K ﹤0.01%
1,027
911
$88K ﹤0.01%
727
-1,076
912
$88K ﹤0.01%
2,225
+14
913
$87K ﹤0.01%
3,593
+121
914
$87K ﹤0.01%
514
-1
915
$87K ﹤0.01%
2,500
916
$87K ﹤0.01%
5,900
917
$87K ﹤0.01%
3,600
-222
918
$86K ﹤0.01%
842
+24
919
$86K ﹤0.01%
2,160
-44
920
$86K ﹤0.01%
2,515
-6
921
$86K ﹤0.01%
656
-6,066
922
$85K ﹤0.01%
1,100
923
$85K ﹤0.01%
+381
924
$84K ﹤0.01%
2,435
925
$84K ﹤0.01%
1,097
+167
35 36
37
38 39