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
1276
$17K ﹤0.01%
251
1277
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240
1278
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345
1279
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400
1280
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1,674
1281
$16K ﹤0.01%
182
-88
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523
1283
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679
1284
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61
+37
1285
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47
1286
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219
+94
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28
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470
+10
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$16K ﹤0.01%
212
+1
1290
$16K ﹤0.01%
540
1291
$16K ﹤0.01%
1,338
1292
$16K ﹤0.01%
373
-165
1293
$15K ﹤0.01%
700
-1,600
1294
$15K ﹤0.01%
500
-100
1295
$15K ﹤0.01%
330
+3
1296
$15K ﹤0.01%
385
1297
$15K ﹤0.01%
500
1298
$15K ﹤0.01%
190
1299
$15K ﹤0.01%
302
+191
1300
$15K ﹤0.01%
150
50 51
52
53 54