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
1051
$51K ﹤0.01%
388
+183
1052
$50K ﹤0.01%
1,068
1053
$50K ﹤0.01%
1,333
1054
$50K ﹤0.01%
3,146
1055
$50K ﹤0.01%
1,281
1056
$49K ﹤0.01%
331
-73
1057
$48K ﹤0.01%
294
1058
$48K ﹤0.01%
1,236
-1,943
1059
$48K ﹤0.01%
2,175
1060
$48K ﹤0.01%
3,814
+729
1061
$48K ﹤0.01%
824
1062
$48K ﹤0.01%
1,341
+291
1063
$48K ﹤0.01%
1,940
1064
$47K ﹤0.01%
5,000
1065
$47K ﹤0.01%
408
-6,649
1066
$47K ﹤0.01%
595
-3
1067
$47K ﹤0.01%
825
1068
$47K ﹤0.01%
354
-151
1069
$47K ﹤0.01%
10,000
1070
$46K ﹤0.01%
1,707
1071
$46K ﹤0.01%
750
1072
$46K ﹤0.01%
1,067
+719
1073
$46K ﹤0.01%
93
-5
1074
$46K ﹤0.01%
2,518
1075
$46K ﹤0.01%
500
-200
41 42
43
44 45