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
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$8.01M
3 +$6.78M
4
NVDA icon
NVIDIA
NVDA
+$4.41M
5
CVX icon
Chevron
CVX
+$4.15M

Top Sells

1 +$14.3M
2 +$7.13M
3 +$6.78M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.02M
5
AA icon
Alcoa
AA
+$3.95M

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
1401
$9K ﹤0.01%
200
1402
$9K ﹤0.01%
50
1403
$9K ﹤0.01%
+336
1404
$9K ﹤0.01%
125
1405
$9K ﹤0.01%
223
+154
1406
$9K ﹤0.01%
394
+2
1407
$9K ﹤0.01%
94
1408
$9K ﹤0.01%
80
1409
$9K ﹤0.01%
+311
1410
$9K ﹤0.01%
83
+48
1411
$9K ﹤0.01%
310
1412
$9K ﹤0.01%
+78
1413
$9K ﹤0.01%
94
1414
$9K ﹤0.01%
250
+52
1415
$9K ﹤0.01%
9
1416
$9K ﹤0.01%
3,000
1417
$9K ﹤0.01%
100
1418
$9K ﹤0.01%
221
1419
$9K ﹤0.01%
440
1420
$8K ﹤0.01%
187
1421
$8K ﹤0.01%
400
1422
$8K ﹤0.01%
225
1423
$8K ﹤0.01%
16
1424
$8K ﹤0.01%
100
1425
$8K ﹤0.01%
200