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
1301
$15K ﹤0.01%
+249
1302
$15K ﹤0.01%
928
1303
$15K ﹤0.01%
300
1304
$15K ﹤0.01%
66
+14
1305
$14K ﹤0.01%
+500
1306
$14K ﹤0.01%
1,515
1307
$14K ﹤0.01%
2,155
1308
$14K ﹤0.01%
400
1309
$14K ﹤0.01%
287
1310
$14K ﹤0.01%
100
1311
$14K ﹤0.01%
200
1312
$14K ﹤0.01%
291
-1,901
1313
$14K ﹤0.01%
366
1314
$14K ﹤0.01%
893
1315
$14K ﹤0.01%
850
1316
$14K ﹤0.01%
+410
1317
$14K ﹤0.01%
194
-6
1318
$14K ﹤0.01%
100
-300
1319
$14K ﹤0.01%
325
1320
$13K ﹤0.01%
1,000
1321
$13K ﹤0.01%
200
1322
$13K ﹤0.01%
569
1323
$13K ﹤0.01%
264
-500
1324
$13K ﹤0.01%
511
1325
$13K ﹤0.01%
48
51 52
53
54 55