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
1201
$26K ﹤0.01%
364
-415
1202
$26K ﹤0.01%
2,500
1203
$25K ﹤0.01%
303
1204
$25K ﹤0.01%
495
+260
1205
$25K ﹤0.01%
2,123
-1,066
1206
$25K ﹤0.01%
4,900
-2,578
1207
$25K ﹤0.01%
781
+293
1208
$25K ﹤0.01%
1,446
+1,200
1209
$25K ﹤0.01%
197
1210
$25K ﹤0.01%
461
-371
1211
$25K ﹤0.01%
725
1212
$24K ﹤0.01%
500
-880
1213
$24K ﹤0.01%
525
1214
$24K ﹤0.01%
450
1215
$24K ﹤0.01%
1,285
-3,491
1216
$24K ﹤0.01%
253
1217
$24K ﹤0.01%
1,303
1218
$24K ﹤0.01%
490
+370
1219
$24K ﹤0.01%
3,400
-192
1220
$24K ﹤0.01%
781
1221
$24K ﹤0.01%
2,820
1222
$23K ﹤0.01%
249
+13
1223
$23K ﹤0.01%
+402
1224
$23K ﹤0.01%
+942
1225
$23K ﹤0.01%
429
47 48
49
50 51