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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
$4.98B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$49M
3
+$43.3M
4
MCD icon
McDonald's
MCD
+$42.1M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$41.5M

Top Sells

1
+$73.6M
2
+$29.7M
3
+$27.4M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$18M
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$11M

Sector Composition

1 Technology 13.1%
2 Industrials 9.31%
3 Healthcare 7.17%
4 Financials 7.11%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$15K ﹤0.01%
601
1552
$15K ﹤0.01%
759
+53
1553
$15K ﹤0.01%
4,100
+600
1554
$15K ﹤0.01%
200
1555
$15K ﹤0.01%
433
+241
1556
$15K ﹤0.01%
2,297
1557
$15K ﹤0.01%
+342
1558
$15K ﹤0.01%
+152
1559
$15K ﹤0.01%
477
+250
1560
$15K ﹤0.01%
900
1561
$15K ﹤0.01%
+1,350
1562
$15K ﹤0.01%
1,475
1563
$15K ﹤0.01%
+312
1564
$15K ﹤0.01%
181
-19
1565
$14K ﹤0.01%
+3,020
1566
$14K ﹤0.01%
600
-870
1567
$14K ﹤0.01%
692
1568
$14K ﹤0.01%
+86
1569
$14K ﹤0.01%
+149
1570
$14K ﹤0.01%
423
1571
$14K ﹤0.01%
+490
1572
$14K ﹤0.01%
78
+39
1573
$14K ﹤0.01%
+1,472
1574
$14K ﹤0.01%
616
+116
1575
$14K ﹤0.01%
+889
61 62
63
64 65