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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
1826
$0 ﹤0.01%
20
1827
– –
-30
1828
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100
1829
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-300
1830
– –
-493
1831
$0 ﹤0.01%
4
1832
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-84
1833
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30
1834
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-25
1835
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-9
1836
$0 ﹤0.01%
1
1837
– –
-771
1838
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0
1839
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1840
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1841
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-57
1842
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-1,173
1843
– –
-1,827
1844
– –
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1845
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1846
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1847
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1848
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1849
$0 ﹤0.01%
+6
1850
– –
-1,310
71 72 73
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