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
1126
$34K ﹤0.01%
513
+476
1127
$34K ﹤0.01%
505
1128
$34K ﹤0.01%
+300
1129
$34K ﹤0.01%
933
+833
1130
$33K ﹤0.01%
1,195
+3
1131
$33K ﹤0.01%
2,922
1132
$33K ﹤0.01%
266
+150
1133
$33K ﹤0.01%
1,004
-1,540
1134
$33K ﹤0.01%
548
1135
$33K ﹤0.01%
173
1136
$33K ﹤0.01%
360
1137
$32K ﹤0.01%
586
-96
1138
$32K ﹤0.01%
575
1139
$32K ﹤0.01%
645
+3
1140
$32K ﹤0.01%
1,000
1141
$32K ﹤0.01%
1,683
+50
1142
$32K ﹤0.01%
317
+1
1143
$32K ﹤0.01%
97
+28
1144
$31K ﹤0.01%
245
-85
1145
$31K ﹤0.01%
881
-152
1146
$31K ﹤0.01%
60
1147
$30K ﹤0.01%
333
-6
1148
$30K ﹤0.01%
3,393
1149
$30K ﹤0.01%
837
1150
$30K ﹤0.01%
584
44 45
46
47 48