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
926
$83K ﹤0.01%
2,305
-8
927
$83K ﹤0.01%
1,214
-304
928
$82K ﹤0.01%
1,237
+3
929
$82K ﹤0.01%
1,500
930
$82K ﹤0.01%
376
931
$81K ﹤0.01%
999
+142
932
$81K ﹤0.01%
1,900
-642
933
$81K ﹤0.01%
7,800
934
$81K ﹤0.01%
1,152
-33
935
$80K ﹤0.01%
173
936
$80K ﹤0.01%
1,565
937
$80K ﹤0.01%
+2,611
938
$80K ﹤0.01%
2,710
+21
939
$78K ﹤0.01%
2,884
940
$77K ﹤0.01%
2,977
+2,000
941
$76K ﹤0.01%
1,051
+51
942
$76K ﹤0.01%
2,761
-4,255
943
$76K ﹤0.01%
803
944
$76K ﹤0.01%
4,243
945
$75K ﹤0.01%
611
-1
946
$75K ﹤0.01%
931
-200
947
$75K ﹤0.01%
4,800
948
$75K ﹤0.01%
1,002
+885
949
$75K ﹤0.01%
1,818
+3
950
$75K ﹤0.01%
200
36 37
38
39 40