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
1226
$23K ﹤0.01%
1,572
-6,572
1227
$23K ﹤0.01%
511
1228
$23K ﹤0.01%
2,472
1229
$23K ﹤0.01%
2,200
1230
$23K ﹤0.01%
1,500
1231
$23K ﹤0.01%
616
+79
1232
$23K ﹤0.01%
864
-1,977
1233
$23K ﹤0.01%
250
1234
$23K ﹤0.01%
375
1235
$23K ﹤0.01%
466
1236
$23K ﹤0.01%
2,030
-334
1237
$22K ﹤0.01%
249
-491
1238
$22K ﹤0.01%
500
1239
$22K ﹤0.01%
2,922
1240
$22K ﹤0.01%
201
1241
$22K ﹤0.01%
275
+53
1242
$22K ﹤0.01%
1,279
-200
1243
$22K ﹤0.01%
1,500
1244
$22K ﹤0.01%
2,895
-3,630
1245
$22K ﹤0.01%
780
1246
$22K ﹤0.01%
20
1247
$21K ﹤0.01%
144
1248
$21K ﹤0.01%
645
1249
$21K ﹤0.01%
280
1250
$21K ﹤0.01%
249
+15
48 49
50
51 52