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
1201
$24K ﹤0.01%
250
+150
1202
$24K ﹤0.01%
954
+122
1203
$24K ﹤0.01%
378
+11
1204
$24K ﹤0.01%
1,500
+500
1205
$23K ﹤0.01%
233
+55
1206
$23K ﹤0.01%
384
+129
1207
$23K ﹤0.01%
714
-211
1208
$23K ﹤0.01%
35
1209
$23K ﹤0.01%
1,100
+500
1210
$23K ﹤0.01%
564
-341
1211
$23K ﹤0.01%
303
1212
$23K ﹤0.01%
1,000
1213
$23K ﹤0.01%
714
1214
$23K ﹤0.01%
296
1215
$23K ﹤0.01%
973
-498
1216
$23K ﹤0.01%
458
-50
1217
$23K ﹤0.01%
+256
1218
$22K ﹤0.01%
479
1219
$22K ﹤0.01%
75
1220
$22K ﹤0.01%
905
1221
$22K ﹤0.01%
249
+28
1222
$22K ﹤0.01%
435
+331
1223
$22K ﹤0.01%
1,414
1224
$22K ﹤0.01%
1,696
+20
1225
$22K ﹤0.01%
773
-1,026
47 48
49
50 51