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
1176
$29K ﹤0.01%
294
1177
$29K ﹤0.01%
575
1178
$29K ﹤0.01%
500
1179
$29K ﹤0.01%
1,500
1180
$29K ﹤0.01%
3,532
1181
$29K ﹤0.01%
73
-60
1182
$28K ﹤0.01%
335
1183
$28K ﹤0.01%
495
1184
$28K ﹤0.01%
810
1185
$28K ﹤0.01%
10,480
1186
$28K ﹤0.01%
570
+5
1187
$27K ﹤0.01%
2,157
-317
1188
$27K ﹤0.01%
840
1189
$27K ﹤0.01%
677
1190
$27K ﹤0.01%
1,236
-172
1191
$27K ﹤0.01%
552
+1
1192
$27K ﹤0.01%
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1193
$27K ﹤0.01%
3,602
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1194
$27K ﹤0.01%
102
1195
$26K ﹤0.01%
100
1196
$26K ﹤0.01%
132
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1197
$26K ﹤0.01%
800
1198
$26K ﹤0.01%
1,200
1199
$26K ﹤0.01%
527
1200
$26K ﹤0.01%
2,310
46 47
48
49 50