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
1126
$39K ﹤0.01%
173
1127
$39K ﹤0.01%
441
-12
1128
$38K ﹤0.01%
914
1129
$38K ﹤0.01%
1,500
1130
$38K ﹤0.01%
4,000
1131
$38K ﹤0.01%
1,032
1132
$38K ﹤0.01%
4,300
1133
$38K ﹤0.01%
3,519
-847
1134
$37K ﹤0.01%
100
1135
$37K ﹤0.01%
409
-710
1136
$37K ﹤0.01%
520
1137
$37K ﹤0.01%
1,814
1138
$36K ﹤0.01%
3,625
-5,000
1139
$36K ﹤0.01%
750
1140
$36K ﹤0.01%
28
+6
1141
$36K ﹤0.01%
538
-17
1142
$36K ﹤0.01%
1,045
-107
1143
$35K ﹤0.01%
1,709
+1,238
1144
$35K ﹤0.01%
556
-100
1145
$35K ﹤0.01%
438
1146
$35K ﹤0.01%
600
-74
1147
$35K ﹤0.01%
1,000
-350
1148
$34K ﹤0.01%
1,096
-33
1149
$34K ﹤0.01%
2,775
-75
1150
$34K ﹤0.01%
490
44 45
46
47 48