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
1326
$14K ﹤0.01%
+250
1327
$14K ﹤0.01%
1,300
1328
$14K ﹤0.01%
850
+548
1329
$13K ﹤0.01%
600
1330
$13K ﹤0.01%
635
1331
$13K ﹤0.01%
287
1332
$13K ﹤0.01%
35
-2
1333
$13K ﹤0.01%
110
1334
$13K ﹤0.01%
3,500
1335
$13K ﹤0.01%
692
1336
$13K ﹤0.01%
922
1337
$13K ﹤0.01%
410
+3
1338
$13K ﹤0.01%
324
1339
$13K ﹤0.01%
800
-100
1340
$13K ﹤0.01%
220
+1
1341
$13K ﹤0.01%
1,193
1342
$13K ﹤0.01%
2,100
1343
$12K ﹤0.01%
453
1344
$12K ﹤0.01%
423
1345
$12K ﹤0.01%
204
1346
$12K ﹤0.01%
72
1347
$12K ﹤0.01%
548
-212
1348
$12K ﹤0.01%
250
1349
$12K ﹤0.01%
285
1350
$12K ﹤0.01%
83
-5
52 53
54
55 56