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
1526
$5K ﹤0.01%
47
1527
$5K ﹤0.01%
5
-2
1528
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100
-30
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106
1530
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34
1531
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100
1532
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1,070
-180
1533
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125
1534
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500
-400
1535
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1536
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+117
1537
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27
1538
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+135
1539
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57
1540
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+192
1541
$4K ﹤0.01%
+148
1542
$4K ﹤0.01%
295
1543
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500
1544
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100
1545
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+102
1546
$4K ﹤0.01%
79
-93
1547
$4K ﹤0.01%
59
1548
$4K ﹤0.01%
+50
1549
$4K ﹤0.01%
64
1550
$4K ﹤0.01%
99
60 61
62
63 64