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
1501
$6K ﹤0.01%
500
-500
1502
$6K ﹤0.01%
+15
1503
$5K ﹤0.01%
128
1504
$5K ﹤0.01%
28
+11
1505
$5K ﹤0.01%
140
1506
$5K ﹤0.01%
45
1507
$5K ﹤0.01%
800
-1,200
1508
$5K ﹤0.01%
480
-206
1509
$5K ﹤0.01%
+256
1510
$5K ﹤0.01%
3
1511
$5K ﹤0.01%
+183
1512
$5K ﹤0.01%
901
-9,395
1513
$5K ﹤0.01%
+70
1514
$5K ﹤0.01%
129
1515
$5K ﹤0.01%
200
1516
$5K ﹤0.01%
59
1517
$5K ﹤0.01%
+246
1518
$5K ﹤0.01%
202
1519
$5K ﹤0.01%
1,500
1520
$5K ﹤0.01%
+100
1521
$5K ﹤0.01%
150
1522
$5K ﹤0.01%
83
-6
1523
$5K ﹤0.01%
65
1524
$5K ﹤0.01%
47
1525
$5K ﹤0.01%
+339
59 60
61
62 63