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
1376
$11K ﹤0.01%
570
1377
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28
1378
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159
+100
1379
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365
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437
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1381
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500
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500
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+602
1385
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400
1386
$10K ﹤0.01%
1,000
1387
$10K ﹤0.01%
160
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1388
$10K ﹤0.01%
1,081
1389
$10K ﹤0.01%
573
-27
1390
$10K ﹤0.01%
158
+2
1391
$10K ﹤0.01%
573
1392
$10K ﹤0.01%
1,670
-100
1393
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188
-84
1394
$10K ﹤0.01%
700
1395
$10K ﹤0.01%
600
1396
$10K ﹤0.01%
21
1397
$10K ﹤0.01%
1,745
-35,517
1398
$10K ﹤0.01%
200
1399
$10K ﹤0.01%
200
1400
$10K ﹤0.01%
+352
54 55
56
57 58