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
1651
$2K ﹤0.01%
40
1652
$2K ﹤0.01%
5
1653
$2K ﹤0.01%
50
-1,000
1654
$2K ﹤0.01%
+230
1655
$1K ﹤0.01%
21
1656
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100
1657
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60
1658
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13
-1,274
1659
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25
1660
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+50
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41
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100
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86
1664
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+15
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28
-9
1666
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5
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88
1668
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64
-487
1669
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72
+2
1670
$1K ﹤0.01%
15
1671
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70
1672
$1K ﹤0.01%
15
1673
$1K ﹤0.01%
41
1674
$1K ﹤0.01%
23
1675
$1K ﹤0.01%
23
65 66
67
68 69