BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
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
+$9.42M
2
+$7.88M
3
+$7.05M
4
NVDA icon
NVIDIA
NVDA
+$4.13M
5
CVX icon
Chevron
CVX
+$4.02M

Top Sells

1
+$14.3M
2
+$7.07M
3
+$6.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.14M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.6M

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
1376
$10K ﹤0.01%
260
1377
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156
+110
1378
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1381
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-150
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549
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65
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1389
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192
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1390
$9K ﹤0.01%
85
+23
1391
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182
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1394
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1395
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208
+5
1396
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100
1397
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1398
$9K ﹤0.01%
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1399
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50
1400
$9K ﹤0.01%
223
+154
54 55
56
57 58