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
1426
$8K ﹤0.01%
128
1427
$8K ﹤0.01%
350
1428
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175
+75
1429
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84
1430
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1431
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161
+11
1432
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616
+17
1433
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1,276
-200
1434
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1435
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650
1436
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256
-450
1437
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1438
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1439
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184
1440
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276
1441
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+500
1442
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100
1443
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1444
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150
+1
1445
$7K ﹤0.01%
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1446
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378
-33
1447
$7K ﹤0.01%
250
1448
$7K ﹤0.01%
37
-19
1449
$7K ﹤0.01%
100
1450
$7K ﹤0.01%
73
-300
56 57
58
59 60