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
1626
$3K ﹤0.01%
152
+52
1627
$3K ﹤0.01%
200
-1,070
1628
$3K ﹤0.01%
+400
1629
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150
1630
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45
-100
1631
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+201
1632
$3K ﹤0.01%
339
1633
$3K ﹤0.01%
+110
1634
$3K ﹤0.01%
99
1635
$3K ﹤0.01%
85
1636
$3K ﹤0.01%
200
1637
$3K ﹤0.01%
1,000
1638
$3K ﹤0.01%
39
-261
1639
$3K ﹤0.01%
55
1640
$3K ﹤0.01%
38
1641
$3K ﹤0.01%
153
1642
$3K ﹤0.01%
67
1643
$3K ﹤0.01%
152
1644
$3K ﹤0.01%
68
1645
$3K ﹤0.01%
41
-209
1646
$3K ﹤0.01%
200
1647
$3K ﹤0.01%
38
1648
$3K ﹤0.01%
2,919
1649
$3K ﹤0.01%
200
1650
$3K ﹤0.01%
200
64 65
66
67 68