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
1401
$10K ﹤0.01%
1,295
-588
1402
$10K ﹤0.01%
175
-52
1403
$10K ﹤0.01%
109
-50
1404
$9K ﹤0.01%
300
-9,143
1405
$9K ﹤0.01%
4,470
1406
$9K ﹤0.01%
90
-246
1407
$9K ﹤0.01%
1,130
1408
$9K ﹤0.01%
308
1409
$9K ﹤0.01%
101
+74
1410
$9K ﹤0.01%
500
1411
$9K ﹤0.01%
+639
1412
$9K ﹤0.01%
200
1413
$9K ﹤0.01%
710
1414
$9K ﹤0.01%
128
1415
$9K ﹤0.01%
1,692
1416
$9K ﹤0.01%
229
1417
$9K ﹤0.01%
+1,391
1418
$9K ﹤0.01%
361
+7
1419
$9K ﹤0.01%
70
1420
$9K ﹤0.01%
500
1421
$9K ﹤0.01%
893
1422
$9K ﹤0.01%
900
1423
$9K ﹤0.01%
195
-17
1424
$9K ﹤0.01%
39
1425
$9K ﹤0.01%
+343
55 56
57
58 59