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
1451
$8K ﹤0.01%
1,200
1452
$8K ﹤0.01%
759
1453
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+193
1454
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160
+96
1455
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900
1456
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325
1457
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1,166
+68
1458
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1459
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600
1460
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1461
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1462
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811
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1464
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39
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+815
1466
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$7K ﹤0.01%
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145
1471
$7K ﹤0.01%
288
1472
$7K ﹤0.01%
700
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1473
$7K ﹤0.01%
100
1474
$7K ﹤0.01%
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$7K ﹤0.01%
314
-381
57 58
59
60 61