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
1001
$68K ﹤0.01%
1,550
1002
$67K ﹤0.01%
1,197
+339
1003
$67K ﹤0.01%
756
+7
1004
$67K ﹤0.01%
1,625
-980
1005
$66K ﹤0.01%
993
+4
1006
$66K ﹤0.01%
772
+1
1007
$66K ﹤0.01%
1,724
1008
$66K ﹤0.01%
2,259
1009
$65K ﹤0.01%
519
1010
$65K ﹤0.01%
2,930
1011
$65K ﹤0.01%
3,096
1012
$65K ﹤0.01%
3,271
1013
$65K ﹤0.01%
1,755
-75
1014
$64K ﹤0.01%
+2,679
1015
$64K ﹤0.01%
803
1016
$64K ﹤0.01%
772
+7
1017
$64K ﹤0.01%
400
1018
$64K ﹤0.01%
1,433
1019
$64K ﹤0.01%
750
1020
$64K ﹤0.01%
2,966
-969
1021
$63K ﹤0.01%
1,716
1022
$63K ﹤0.01%
816
+450
1023
$63K ﹤0.01%
2,571
+2,071
1024
$63K ﹤0.01%
1,107
1025
$63K ﹤0.01%
603
39 40
41
42 43