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
1251
$21K ﹤0.01%
536
+32
1252
$21K ﹤0.01%
47
1253
$21K ﹤0.01%
415
1254
$20K ﹤0.01%
1,007
1255
$20K ﹤0.01%
2,586
1256
$20K ﹤0.01%
938
1257
$20K ﹤0.01%
1,438
-268
1258
$20K ﹤0.01%
550
1259
$20K ﹤0.01%
98
1260
$20K ﹤0.01%
1,002
+6
1261
$20K ﹤0.01%
500
1262
$19K ﹤0.01%
+5,000
1263
$19K ﹤0.01%
3,393
1264
$19K ﹤0.01%
233
1265
$19K ﹤0.01%
1,000
1266
$19K ﹤0.01%
1,404
1267
$19K ﹤0.01%
200
1268
$19K ﹤0.01%
1,320
1269
$19K ﹤0.01%
2,297
-1,500
1270
$19K ﹤0.01%
605
1271
$19K ﹤0.01%
100
1272
$19K ﹤0.01%
1,475
1273
$18K ﹤0.01%
342
1274
$18K ﹤0.01%
570
1275
$18K ﹤0.01%
671
+155
49 50
51
52 53