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
951
$78K ﹤0.01%
713
-239
952
$78K ﹤0.01%
1,895
953
$78K ﹤0.01%
973
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954
$77K ﹤0.01%
3,213
955
$77K ﹤0.01%
2,000
956
$77K ﹤0.01%
2,300
957
$76K ﹤0.01%
734
958
$76K ﹤0.01%
3,000
-220
959
$76K ﹤0.01%
2,268
+403
960
$76K ﹤0.01%
1,422
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961
$76K ﹤0.01%
2,360
962
$76K ﹤0.01%
2,357
963
$76K ﹤0.01%
1,540
964
$76K ﹤0.01%
5,640
-162
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$75K ﹤0.01%
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$74K ﹤0.01%
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$74K ﹤0.01%
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968
$74K ﹤0.01%
3,463
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$74K ﹤0.01%
2,037
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970
$74K ﹤0.01%
659
971
$73K ﹤0.01%
3,748
972
$73K ﹤0.01%
4,143
973
$73K ﹤0.01%
1,188
+2
974
$73K ﹤0.01%
744
+46
975
$73K ﹤0.01%
1,662
-2
37 38
39
40 41