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
+$16.2M
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
1526
$6K ﹤0.01%
103
1527
$6K ﹤0.01%
+505
1528
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87
1529
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200
1530
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295
1531
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+1,004
1532
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128
1533
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+200
1534
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3,000
1535
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500
1536
$5K ﹤0.01%
+401
1537
$5K ﹤0.01%
239
-2,500
1538
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1539
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100
1540
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171
1541
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109
-11
1542
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943
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1,000
1544
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150
1545
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366
1546
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+1,000
1547
$5K ﹤0.01%
713
+4
1548
$5K ﹤0.01%
229
1549
$5K ﹤0.01%
100
1550
$5K ﹤0.01%
1,302
60 61
62
63 64