BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
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
+$16.6M
3
+$7.41M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.31M
5
HYBB icon
iShares BB Rated Corporate Bond ETF
HYBB
+$4.63M

Top Sells

1
+$50.3M
2
+$7.49M
3
+$4.93M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.43M
5
AVGO icon
Broadcom
AVGO
+$3.43M

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
1676
$2K ﹤0.01%
400
1677
$2K ﹤0.01%
25
1678
$2K ﹤0.01%
66
1679
$2K ﹤0.01%
84
1680
$2K ﹤0.01%
73
-30
1681
$2K ﹤0.01%
25
1682
$2K ﹤0.01%
7
1683
$2K ﹤0.01%
38
1684
$2K ﹤0.01%
200
1685
$2K ﹤0.01%
1,070
1686
$2K ﹤0.01%
75
1687
$2K ﹤0.01%
35
1688
$2K ﹤0.01%
100
1689
$2K ﹤0.01%
+54
1690
$2K ﹤0.01%
75
1691
$2K ﹤0.01%
225
1692
$2K ﹤0.01%
130
1693
$2K ﹤0.01%
90
-1
1694
$1K ﹤0.01%
200
-5,000
1695
$1K ﹤0.01%
10
1696
$1K ﹤0.01%
76
+2
1697
$1K ﹤0.01%
200
1698
$1K ﹤0.01%
102
1699
$1K ﹤0.01%
100
1700
$1K ﹤0.01%
25
66 67
68
69 70