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
1026
$63K ﹤0.01%
814
+60
1027
$63K ﹤0.01%
1,428
-97
1028
$62K ﹤0.01%
1,462
1029
$61K ﹤0.01%
3,922
1030
$61K ﹤0.01%
3,968
1031
$61K ﹤0.01%
819
+32
1032
$61K ﹤0.01%
2,500
1033
$61K ﹤0.01%
2,000
1034
$60K ﹤0.01%
3,288
+789
1035
$60K ﹤0.01%
884
-100
1036
$59K ﹤0.01%
426
1037
$59K ﹤0.01%
9,300
+2,300
1038
$58K ﹤0.01%
570
1039
$58K ﹤0.01%
+4,000
1040
$58K ﹤0.01%
1,463
1041
$57K ﹤0.01%
6,400
1042
$57K ﹤0.01%
7,000
+2,000
1043
$57K ﹤0.01%
637
1044
$57K ﹤0.01%
899
+133
1045
$56K ﹤0.01%
3,862
-105
1046
$56K ﹤0.01%
1,745
1047
$56K ﹤0.01%
862
1048
$55K ﹤0.01%
975
-52
1049
$55K ﹤0.01%
1,487
-325
1050
$55K ﹤0.01%
200
40 41
42
43 44