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
1501
$6K ﹤0.01%
88
+13
1502
$6K ﹤0.01%
509
1503
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359
1504
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1505
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+20
1506
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1507
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1508
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1,504
1509
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192
1510
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1,000
1511
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126
+1
1512
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544
+219
1513
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1514
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60
1515
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693
1516
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1517
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1518
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1519
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500
+250
1520
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1521
$6K ﹤0.01%
+505
1522
$6K ﹤0.01%
87
1523
$6K ﹤0.01%
300
1524
$6K ﹤0.01%
200
1525
$6K ﹤0.01%
295