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
1701
$1K ﹤0.01%
200
-5,000
1702
$1K ﹤0.01%
800
1703
$1K ﹤0.01%
67
1704
$1K ﹤0.01%
34
1705
$1K ﹤0.01%
100
1706
$1K ﹤0.01%
40
1707
$1K ﹤0.01%
110
-16
1708
$1K ﹤0.01%
400
1709
$1K ﹤0.01%
500
1710
$1K ﹤0.01%
40
1711
$1K ﹤0.01%
24
1712
$1K ﹤0.01%
500
1713
$1K ﹤0.01%
7
-13
1714
$1K ﹤0.01%
50
1715
$1K ﹤0.01%
25
1716
$1K ﹤0.01%
+67
1717
$1K ﹤0.01%
100
1718
$1K ﹤0.01%
100
1719
$1K ﹤0.01%
85
+2
1720
$1K ﹤0.01%
15
1721
$1K ﹤0.01%
70
1722
$1K ﹤0.01%
10
-6
1723
$1K ﹤0.01%
141
1724
$1K ﹤0.01%
23
1725
$1K ﹤0.01%
850
67 68
69
70 71