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
976
$65K ﹤0.01%
+4,345
977
$65K ﹤0.01%
1,690
978
$65K ﹤0.01%
5,549
979
$65K ﹤0.01%
2,511
-71
980
$65K ﹤0.01%
1,881
-1,387
981
$65K ﹤0.01%
170
-2,476
982
$64K ﹤0.01%
2,037
+1,337
983
$64K ﹤0.01%
1,350
-175
984
$64K ﹤0.01%
2,499
+31
985
$64K ﹤0.01%
1,444
-1,883
986
$64K ﹤0.01%
1,345
-948
987
$63K ﹤0.01%
622
+6
988
$63K ﹤0.01%
869
-51
989
$63K ﹤0.01%
949
990
$63K ﹤0.01%
+100
991
$63K ﹤0.01%
1,985
992
$63K ﹤0.01%
3,731
-1,518
993
$62K ﹤0.01%
5,668
-1,000
994
$62K ﹤0.01%
821
-298
995
$62K ﹤0.01%
734
996
$61K ﹤0.01%
165
+15
997
$61K ﹤0.01%
29,615
+6,015
998
$61K ﹤0.01%
308
999
$61K ﹤0.01%
980
1000
$61K ﹤0.01%
778
+11
38 39
40
41 42