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
1151
$30K ﹤0.01%
300
1152
$30K ﹤0.01%
2,324
-3,584
1153
$30K ﹤0.01%
609
1154
$30K ﹤0.01%
+20
1155
$29K ﹤0.01%
800
1156
$29K ﹤0.01%
6,500
-2,900
1157
$29K ﹤0.01%
486
+189
1158
$29K ﹤0.01%
5,388
-1,990
1159
$28K ﹤0.01%
69
-24
1160
$28K ﹤0.01%
842
1161
$28K ﹤0.01%
+683
1162
$28K ﹤0.01%
336
+49
1163
$28K ﹤0.01%
3,486
1164
$28K ﹤0.01%
1,284
1165
$28K ﹤0.01%
1,090
1166
$28K ﹤0.01%
2,102
+335
1167
$28K ﹤0.01%
1,346
-330
1168
$28K ﹤0.01%
4,000
1169
$27K ﹤0.01%
270
1170
$27K ﹤0.01%
483
1171
$27K ﹤0.01%
508
1172
$27K ﹤0.01%
836
1173
$27K ﹤0.01%
1,000
1174
$27K ﹤0.01%
426
-147
1175
$27K ﹤0.01%
261
-90
45 46
47
48 49