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
1251
$19K ﹤0.01%
200
+100
1252
$19K ﹤0.01%
4,100
1253
$19K ﹤0.01%
3,013
1254
$19K ﹤0.01%
71
1255
$19K ﹤0.01%
463
-450
1256
$19K ﹤0.01%
7,045
1257
$19K ﹤0.01%
365
+1
1258
$18K ﹤0.01%
195
1259
$18K ﹤0.01%
319
-1
1260
$18K ﹤0.01%
229
1261
$18K ﹤0.01%
59
1262
$18K ﹤0.01%
206
-8,591
1263
$18K ﹤0.01%
2,152
1264
$18K ﹤0.01%
625
1265
$18K ﹤0.01%
450
-2,000
1266
$18K ﹤0.01%
144
-8
1267
$18K ﹤0.01%
2,350
1268
$18K ﹤0.01%
109
-39
1269
$18K ﹤0.01%
725
1270
$18K ﹤0.01%
130
1271
$18K ﹤0.01%
100
-300
1272
$18K ﹤0.01%
7,000
1273
$17K ﹤0.01%
257
-500
1274
$17K ﹤0.01%
800
1275
$17K ﹤0.01%
+150
49 50
51
52 53