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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
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$7.88M
3
+$7.05M
4
NVDA icon
NVIDIA
NVDA
+$4.13M
5
CVX icon
Chevron
CVX
+$4.02M

Top Sells

1
+$14.3M
2
+$7.07M
3
+$6.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.14M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.6M

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
1551
$4K ﹤0.01%
297
1552
$4K ﹤0.01%
63
1553
$4K ﹤0.01%
172
+112
1554
$4K ﹤0.01%
35
1555
$4K ﹤0.01%
37
1556
$4K ﹤0.01%
1,000
1557
$4K ﹤0.01%
35
1558
$4K ﹤0.01%
+102
1559
$4K ﹤0.01%
295
1560
$4K ﹤0.01%
500
1561
$4K ﹤0.01%
100
1562
$4K ﹤0.01%
79
-93
1563
$4K ﹤0.01%
59
1564
$4K ﹤0.01%
+50
1565
$4K ﹤0.01%
64
1566
$4K ﹤0.01%
99
1567
$4K ﹤0.01%
117
1568
$4K ﹤0.01%
119
+55
1569
$4K ﹤0.01%
818
1570
$4K ﹤0.01%
+89
1571
$4K ﹤0.01%
500
1572
$4K ﹤0.01%
100
1573
$4K ﹤0.01%
273
+6
1574
$4K ﹤0.01%
250
1575
$4K ﹤0.01%
200
61 62
63
64 65