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
901
$99K ﹤0.01%
1,785
+898
902
$99K ﹤0.01%
495
-85
903
$98K ﹤0.01%
605
904
$97K ﹤0.01%
7,515
-1,688
905
$96K ﹤0.01%
3,412
+21
906
$96K ﹤0.01%
971
+300
907
$96K ﹤0.01%
9,375
+50
908
$94K ﹤0.01%
300
909
$94K ﹤0.01%
6,373
+703
910
$94K ﹤0.01%
554
911
$93K ﹤0.01%
3,131
-57
912
$93K ﹤0.01%
972
913
$93K ﹤0.01%
1,060
914
$92K ﹤0.01%
2,596
+1,511
915
$92K ﹤0.01%
613
-26
916
$92K ﹤0.01%
2,253
+86
917
$90K ﹤0.01%
3,300
918
$90K ﹤0.01%
+2,474
919
$89K ﹤0.01%
2,450
920
$88K ﹤0.01%
439
921
$88K ﹤0.01%
1,754
+363
922
$88K ﹤0.01%
1,810
+160
923
$87K ﹤0.01%
227
+96
924
$86K ﹤0.01%
1,811
+2
925
$85K ﹤0.01%
1,164
+303
35 36
37
38 39