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
926
$85K ﹤0.01%
4,791
-1,493
927
$85K ﹤0.01%
2,882
+23
928
$84K ﹤0.01%
57
-2
929
$84K ﹤0.01%
1,727
930
$83K ﹤0.01%
2,400
931
$83K ﹤0.01%
1,420
-154
932
$83K ﹤0.01%
1,190
933
$83K ﹤0.01%
263
934
$83K ﹤0.01%
1,866
-9
935
$82K ﹤0.01%
913
-25
936
$82K ﹤0.01%
2,640
937
$82K ﹤0.01%
5,807
+1,060
938
$82K ﹤0.01%
2,451
939
$82K ﹤0.01%
1,100
940
$82K ﹤0.01%
894
941
$81K ﹤0.01%
8,500
-2,184
942
$81K ﹤0.01%
2,265
943
$80K ﹤0.01%
1,111
+11
944
$80K ﹤0.01%
1,989
-271
945
$80K ﹤0.01%
2,711
+104
946
$80K ﹤0.01%
2,179
+10
947
$80K ﹤0.01%
798
948
$79K ﹤0.01%
3,016
949
$78K ﹤0.01%
2,064
-600
950
$78K ﹤0.01%
2,050
-650
36 37
38
39 40