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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
+$16.6M
3
+$7.41M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.31M
5
HYBB icon
iShares BB Rated Corporate Bond ETF
HYBB
+$4.63M

Top Sells

1
+$50.3M
2
+$7.49M
3
+$4.93M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.43M
5
AVGO icon
Broadcom
AVGO
+$3.43M

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%
128
1527
$6K ﹤0.01%
284
-87
1528
$6K ﹤0.01%
250
1529
$6K ﹤0.01%
255
1530
$6K ﹤0.01%
+200
1531
$6K ﹤0.01%
3,000
1532
$6K ﹤0.01%
500
1533
$6K ﹤0.01%
200
1534
$6K ﹤0.01%
764
1535
$6K ﹤0.01%
75
1536
$5K ﹤0.01%
151
-1,178
1537
$5K ﹤0.01%
+401
1538
$5K ﹤0.01%
239
-2,500
1539
$5K ﹤0.01%
237
1540
$5K ﹤0.01%
100
1541
$5K ﹤0.01%
100
1542
$5K ﹤0.01%
100
1543
$5K ﹤0.01%
79
1544
$5K ﹤0.01%
35
1545
$5K ﹤0.01%
18
1546
$5K ﹤0.01%
128
+2
1547
$5K ﹤0.01%
54
1548
$5K ﹤0.01%
171
1549
$5K ﹤0.01%
109
-11
1550
$5K ﹤0.01%
943
-175
60 61
62
63 64