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
1226
$22K ﹤0.01%
618
1227
$22K ﹤0.01%
216
-75
1228
$21K ﹤0.01%
651
+551
1229
$21K ﹤0.01%
640
1230
$21K ﹤0.01%
200
1231
$21K ﹤0.01%
2,556
1232
$21K ﹤0.01%
495
+28
1233
$21K ﹤0.01%
1,100
-4,500
1234
$21K ﹤0.01%
116
1235
$21K ﹤0.01%
500
1236
$20K ﹤0.01%
1,329
1237
$20K ﹤0.01%
660
1238
$20K ﹤0.01%
338
1239
$20K ﹤0.01%
339
1240
$20K ﹤0.01%
300
1241
$20K ﹤0.01%
925
+100
1242
$20K ﹤0.01%
324
1243
$20K ﹤0.01%
+500
1244
$20K ﹤0.01%
240
1245
$20K ﹤0.01%
400
1246
$20K ﹤0.01%
2,500
1247
$20K ﹤0.01%
375
1248
$20K ﹤0.01%
1,000
1249
$20K ﹤0.01%
+200
1250
$20K ﹤0.01%
410
48 49
50
51 52