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
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.01M
3
+$6.78M
4
NVDA icon
NVIDIA
NVDA
+$4.41M
5
CVX icon
Chevron
CVX
+$4.15M

Top Sells

1
+$14.3M
2
+$7.13M
3
+$6.78M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.02M
5
AA icon
Alcoa
AA
+$3.95M

Sector Composition

1 Technology 9.29%
2 Consumer Discretionary 5.19%
3 Healthcare 5.11%
4 Industrials 4.38%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.85M 0.13%
106,212
+4,641
177
$2.82M 0.13%
12,680
-109
178
$2.8M 0.12%
55,972
-5,019
179
$2.78M 0.12%
26,027
+2,771
180
$2.76M 0.12%
128,457
+27,066
181
$2.76M 0.12%
8,142
+7,912
182
$2.7M 0.12%
18,905
+803
183
$2.63M 0.12%
44,384
+581
184
$2.6M 0.12%
97,663
+88,752
185
$2.6M 0.12%
26,450
-38
186
$2.58M 0.12%
43,989
+8,565
187
$2.56M 0.11%
14,001
+240
188
$2.55M 0.11%
56,847
+44,247
189
$2.54M 0.11%
253,250
-11,150
190
$2.5M 0.11%
34,881
-4,511
191
$2.48M 0.11%
11,654
+2,460
192
$2.46M 0.11%
6,970
+1,136
193
$2.45M 0.11%
25,864
-317
194
$2.42M 0.11%
26,309
+336
195
$2.39M 0.11%
8,032
-554
196
$2.39M 0.11%
13,592
+1,284
197
$2.39M 0.11%
23,642
+936
198
$2.38M 0.11%
24,618
+260
199
$2.37M 0.11%
5,436
+212
200
$2.34M 0.1%
14,044
+3,321
6 7
8
9 10