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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
1651
$10K ﹤0.01%
132
+53
1652
$10K ﹤0.01%
+790
1653
$10K ﹤0.01%
200
1654
$10K ﹤0.01%
710
1655
$10K ﹤0.01%
192
+4
1656
$10K ﹤0.01%
376
-225
1657
$10K ﹤0.01%
+307
1658
$10K ﹤0.01%
361
1659
$10K ﹤0.01%
893
1660
$10K ﹤0.01%
600
1661
$10K ﹤0.01%
900
1662
$10K ﹤0.01%
64
-19
1663
$10K ﹤0.01%
+63
1664
$10K ﹤0.01%
266
+1
1665
$10K ﹤0.01%
+300
1666
$10K ﹤0.01%
1,004
1667
$10K ﹤0.01%
218
+118
1668
$10K ﹤0.01%
200
1669
$10K ﹤0.01%
258
1670
$10K ﹤0.01%
440
1671
$10K ﹤0.01%
+375
1672
$10K ﹤0.01%
724
+324
1673
$10K ﹤0.01%
1,166
1674
$10K ﹤0.01%
102
-7
1675
$10K ﹤0.01%
583
65 66
67
68 69