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
1676
$1K ﹤0.01%
30
1677
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47
1678
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6
1679
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17
1680
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63
+2
1681
$1K ﹤0.01%
6
1682
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34
1683
$1K ﹤0.01%
+33
1684
$1K ﹤0.01%
100
1685
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99
1686
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6
-8
1687
$1K ﹤0.01%
58
1688
$1K ﹤0.01%
100
1689
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+21
1690
$1K ﹤0.01%
31
-30
1691
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90
1692
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45
1693
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25
1694
$0 ﹤0.01%
2
1695
– –
-1,087
1696
– –
-22,860
1697
– –
-1,405
1698
– –
-1,077
1699
– –
-46,600
1700
– –
-200
66 67
68
69 70