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
1626
$2K ﹤0.01%
100
1627
$2K ﹤0.01%
50
-50
1628
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375
1629
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60
1630
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+13
1631
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24
1632
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50
1633
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32
-1,171
1634
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16
+1
1635
$2K ﹤0.01%
74
-597
1636
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23
1637
$2K ﹤0.01%
50
1638
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66
1639
$2K ﹤0.01%
5,000
1640
$2K ﹤0.01%
15
1641
$2K ﹤0.01%
86
1642
$2K ﹤0.01%
38
1643
$2K ﹤0.01%
+75
1644
$2K ﹤0.01%
20
-16
1645
$2K ﹤0.01%
400
1646
$2K ﹤0.01%
298
-400
1647
$2K ﹤0.01%
5,000
1648
$2K ﹤0.01%
300
1649
$2K ﹤0.01%
100
1650
$2K ﹤0.01%
2
64 65
66
67 68