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
1151
$34K ﹤0.01%
509
1152
$34K ﹤0.01%
1,600
-500
1153
$34K ﹤0.01%
75
1154
$33K ﹤0.01%
6,705
+550
1155
$33K ﹤0.01%
3,300
1156
$33K ﹤0.01%
5,900
1157
$33K ﹤0.01%
1,470
-10,431
1158
$33K ﹤0.01%
1,964
+31
1159
$33K ﹤0.01%
1,200
1160
$33K ﹤0.01%
186
-193
1161
$32K ﹤0.01%
600
1162
$32K ﹤0.01%
1,210
+3
1163
$32K ﹤0.01%
840
-187
1164
$32K ﹤0.01%
250
1165
$32K ﹤0.01%
246
1166
$32K ﹤0.01%
254
-99
1167
$31K ﹤0.01%
435
1168
$31K ﹤0.01%
496
1169
$31K ﹤0.01%
335
-9
1170
$31K ﹤0.01%
825
-550
1171
$30K ﹤0.01%
547
1172
$30K ﹤0.01%
149
1173
$30K ﹤0.01%
431
-1,815
1174
$30K ﹤0.01%
100
1175
$30K ﹤0.01%
958
+3
45 46
47
48 49