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
1301
$16K ﹤0.01%
129
1302
$15K ﹤0.01%
645
1303
$15K ﹤0.01%
69
1304
$15K ﹤0.01%
1,028
-235
1305
$15K ﹤0.01%
+2,045
1306
$15K ﹤0.01%
59
1307
$15K ﹤0.01%
200
-1,505
1308
$15K ﹤0.01%
80
1309
$15K ﹤0.01%
580
-368
1310
$15K ﹤0.01%
96
1311
$15K ﹤0.01%
618
1312
$15K ﹤0.01%
73
1313
$15K ﹤0.01%
1,209
1314
$15K ﹤0.01%
711
-71
1315
$15K ﹤0.01%
295
-69
1316
$15K ﹤0.01%
500
1317
$15K ﹤0.01%
6,000
1318
$14K ﹤0.01%
475
1319
$14K ﹤0.01%
+100
1320
$14K ﹤0.01%
+601
1321
$14K ﹤0.01%
300
1322
$14K ﹤0.01%
706
+406
1323
$14K ﹤0.01%
240
+40
1324
$14K ﹤0.01%
149
+147
1325
$14K ﹤0.01%
299
51 52
53
54 55