BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Return
15.37%
This Quarter Return
+10.29%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$4.98B
AUM Growth
+$2.38B
(+91%)
Cap. Flow
+$2.13B
Cap. Flow
% of AUM
42.66%
Top 10 Holdings %
Top 10 Hldgs %
15.31%
Holding
2,205
New
429
Increased
897
Reduced
349
Closed
94
Top Buys
| 1 |
Apple
AAPL
|
+$73.5M |
| 2 |
Microsoft
MSFT
|
+$51.8M |
| 3 |
Home Depot
HD
|
+$48.4M |
| 4 |
McDonald's
MCD
|
+$45.9M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$44.9M |
Top Sells
Sector Composition
| 1 | Technology | 13.1% |
| 2 | Industrials | 9.3% |
| 3 | Healthcare | 7.17% |
| 4 | Financials | 7.11% |
| 5 | Consumer Discretionary | 6.1% |
