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
1726
$1K ﹤0.01%
15
1727
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1728
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100
1729
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1730
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1731
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1732
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1733
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200
-5,000
1734
$1K ﹤0.01%
10
1735
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76
+2
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$1K ﹤0.01%
200
1737
$1K ﹤0.01%
102
1738
– –
-24
1739
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-3,100
1740
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-7
1741
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-47
1742
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-1,000
1743
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-51
1744
$0 ﹤0.01%
24
1745
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-928
1747
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-100
1748
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0
1749
$0 ﹤0.01%
2
-2
1750
$0 ﹤0.01%
10
68 69
70
71 72