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
976
$73K ﹤0.01%
376
977
$72K ﹤0.01%
1,225
978
$72K ﹤0.01%
6,819
979
$72K ﹤0.01%
1,424
980
$72K ﹤0.01%
3,046
+211
981
$72K ﹤0.01%
1,651
+50
982
$71K ﹤0.01%
121
+31
983
$71K ﹤0.01%
3,284
-140,747
984
$71K ﹤0.01%
399
985
$71K ﹤0.01%
804
+133
986
$70K ﹤0.01%
2,633
987
$70K ﹤0.01%
607
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988
$70K ﹤0.01%
1,682
+1,552
989
$70K ﹤0.01%
2,834
+101
990
$70K ﹤0.01%
1,555
991
$69K ﹤0.01%
1,026
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992
$69K ﹤0.01%
2,781
-10
993
$69K ﹤0.01%
1,611
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994
$69K ﹤0.01%
12,534
995
$69K ﹤0.01%
1,565
996
$69K ﹤0.01%
5,673
-140
997
$69K ﹤0.01%
2,772
+2,663
998
$69K ﹤0.01%
970
+265
999
$68K ﹤0.01%
619
-75
1000
$68K ﹤0.01%
1,725
38 39
40
41 42