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
$2.6B
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,862
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$16.6M
3
+$7.41M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.31M
5
HYBB icon
iShares BB Rated Corporate Bond ETF
HYBB
+$4.63M

Top Sells

1
+$50.3M
2
+$7.49M
3
+$4.93M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.43M
5
AVGO icon
Broadcom
AVGO
+$3.43M

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
1426
$9K ﹤0.01%
265
1427
$9K ﹤0.01%
264
-125
1428
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+200
1429
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+1,384
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20
-24
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1434
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1435
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1436
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-17
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1,100
+400
1438
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549
1439
$8K ﹤0.01%
+240
1440
$8K ﹤0.01%
220
1441
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1442
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1443
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500
1444
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242
-1
1445
$8K ﹤0.01%
167
1446
$8K ﹤0.01%
+295
1447
$8K ﹤0.01%
250
1448
$8K ﹤0.01%
300
1449
$8K ﹤0.01%
500
1450
$8K ﹤0.01%
1,200
56 57
58
59 60