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
1101
$39K ﹤0.01%
1,451
1102
$38K ﹤0.01%
+1,160
1103
$38K ﹤0.01%
525
1104
$38K ﹤0.01%
1,085
1105
$38K ﹤0.01%
500
1106
$38K ﹤0.01%
+2,117
1107
$37K ﹤0.01%
183
1108
$37K ﹤0.01%
+276
1109
$37K ﹤0.01%
509
1110
$37K ﹤0.01%
95
+73
1111
$36K ﹤0.01%
1,604
+1,104
1112
$36K ﹤0.01%
214
1113
$36K ﹤0.01%
800
1114
$36K ﹤0.01%
83
1115
$36K ﹤0.01%
2,310
1116
$36K ﹤0.01%
8,803
-1
1117
$36K ﹤0.01%
261
-51
1118
$35K ﹤0.01%
887
+300
1119
$35K ﹤0.01%
503
-8
1120
$35K ﹤0.01%
4,900
1121
$35K ﹤0.01%
1,195
+195
1122
$34K ﹤0.01%
921
-20
1123
$34K ﹤0.01%
817
-119
1124
$34K ﹤0.01%
800
1125
$34K ﹤0.01%
1,535
43 44
45
46 47