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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
1751
– –
-3,100
1752
– –
-25
1753
– –
-75
1754
– –
-300
1755
– –
-6,262
1756
– –
-50
1757
$0 ﹤0.01%
32
-10
1758
$0 ﹤0.01%
325
1759
– –
-2,882
1760
– –
-500
1761
– –
-485
1762
– –
-43
1763
– –
-103,709
1764
– –
-1
1765
– –
-12,902
1766
$0 ﹤0.01%
10
1767
– –
-32
1768
$0 ﹤0.01%
100
1769
– –
-610
1770
– –
-21
1771
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-300
1772
– –
-10
1773
$0 ﹤0.01%
2
1774
– –
-9
1775
– –
-4,173
69 70
71
72 73