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
1451
$8K ﹤0.01%
1,200
1452
$8K ﹤0.01%
759
1453
$8K ﹤0.01%
+193
1454
$8K ﹤0.01%
160
+96
1455
$8K ﹤0.01%
900
1456
$8K ﹤0.01%
325
1457
$8K ﹤0.01%
1,166
+68
1458
$8K ﹤0.01%
159
1459
$8K ﹤0.01%
600
1460
$7K ﹤0.01%
200
-2,652
1461
$7K ﹤0.01%
207
1462
$7K ﹤0.01%
375
1463
$7K ﹤0.01%
+273
1464
$7K ﹤0.01%
281
1465
$7K ﹤0.01%
100
1466
$7K ﹤0.01%
31
1467
$7K ﹤0.01%
+583
1468
$7K ﹤0.01%
106
1469
$7K ﹤0.01%
225
1470
$7K ﹤0.01%
161
1471
$7K ﹤0.01%
+52
1472
$7K ﹤0.01%
145
1473
$7K ﹤0.01%
700
-500
1474
$7K ﹤0.01%
600
1475
$7K ﹤0.01%
200
57 58
59
60 61