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
951
$73K ﹤0.01%
702
-12
952
$73K ﹤0.01%
3,939
+710
953
$73K ﹤0.01%
3,180
+100
954
$73K ﹤0.01%
59
955
$73K ﹤0.01%
2,255
956
$73K ﹤0.01%
2,390
957
$72K ﹤0.01%
553
958
$72K ﹤0.01%
568
-923
959
$72K ﹤0.01%
1,261
960
$71K ﹤0.01%
2,301
961
$69K ﹤0.01%
6,900
962
$69K ﹤0.01%
105
+5
963
$69K ﹤0.01%
+2,316
964
$68K ﹤0.01%
4,000
+2,000
965
$68K ﹤0.01%
4,542
+28
966
$68K ﹤0.01%
870
-76
967
$67K ﹤0.01%
2,239
+1,395
968
$67K ﹤0.01%
482
969
$67K ﹤0.01%
1,263
-3,477
970
$67K ﹤0.01%
151
-13
971
$67K ﹤0.01%
797
+729
972
$67K ﹤0.01%
1,462
973
$67K ﹤0.01%
+14,924
974
$66K ﹤0.01%
727
975
$66K ﹤0.01%
+700
37 38
39
40 41