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
1351
$12K ﹤0.01%
1,414
1352
$12K ﹤0.01%
1,869
+23
1353
$12K ﹤0.01%
+268
1354
$12K ﹤0.01%
130
-30
1355
$12K ﹤0.01%
45
1356
$11K ﹤0.01%
772
1357
$11K ﹤0.01%
187
-287
1358
$11K ﹤0.01%
200
1359
$11K ﹤0.01%
403
-107
1360
$11K ﹤0.01%
400
1361
$11K ﹤0.01%
+254
1362
$11K ﹤0.01%
+357
1363
$11K ﹤0.01%
100
1364
$11K ﹤0.01%
+1,029
1365
$11K ﹤0.01%
+155
1366
$11K ﹤0.01%
500
1367
$11K ﹤0.01%
5,541
1368
$11K ﹤0.01%
319
+102
1369
$11K ﹤0.01%
100
-3
1370
$11K ﹤0.01%
227
1371
$11K ﹤0.01%
335
-2,665
1372
$11K ﹤0.01%
448
1373
$11K ﹤0.01%
155
1374
$11K ﹤0.01%
325
1375
$11K ﹤0.01%
716
-6
53 54
55
56 57