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
1601
$4K ﹤0.01%
138
1602
$4K ﹤0.01%
+100
1603
$4K ﹤0.01%
1,000
1604
$4K ﹤0.01%
101
1605
$4K ﹤0.01%
80
-5
1606
$4K ﹤0.01%
100
1607
$4K ﹤0.01%
2,626
1608
$4K ﹤0.01%
100
1609
$4K ﹤0.01%
130
+110
1610
$4K ﹤0.01%
50
1611
$4K ﹤0.01%
1,500
1612
$4K ﹤0.01%
455
+193
1613
$4K ﹤0.01%
+375
1614
$4K ﹤0.01%
117
1615
$4K ﹤0.01%
125
1616
$4K ﹤0.01%
165
1617
$4K ﹤0.01%
100
1618
$4K ﹤0.01%
628
1619
$4K ﹤0.01%
52
1620
$4K ﹤0.01%
100
1621
$3K ﹤0.01%
700
+200
1622
$3K ﹤0.01%
160
-25
1623
$3K ﹤0.01%
100
-50
1624
$3K ﹤0.01%
140
-3
1625
$3K ﹤0.01%
+100
63 64
65
66 67