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

Top Buys

1 +$73.5M
2 +$51.8M
3 +$48.4M
4
MCD icon
McDonald's
MCD
+$45.9M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$44.9M

Sector Composition

1 Technology 13.1%
2 Industrials 9.3%
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
1701
$9K ﹤0.01%
+338
1702
$9K ﹤0.01%
+491
1703
$9K ﹤0.01%
334
+330
1704
$9K ﹤0.01%
604
+2
1705
$8K ﹤0.01%
549
1706
$8K ﹤0.01%
+161
1707
$8K ﹤0.01%
+86
1708
$8K ﹤0.01%
200
1709
$8K ﹤0.01%
+470
1710
$8K ﹤0.01%
+151
1711
$8K ﹤0.01%
167
+67
1712
$8K ﹤0.01%
+234
1713
$8K ﹤0.01%
+619
1714
$8K ﹤0.01%
+398
1715
$8K ﹤0.01%
479
+239
1716
$8K ﹤0.01%
509
1717
$8K ﹤0.01%
52
1718
$8K ﹤0.01%
288
1719
$8K ﹤0.01%
+771
1720
$8K ﹤0.01%
+89
1721
$8K ﹤0.01%
168
+1
1722
$8K ﹤0.01%
78
+1
1723
$8K ﹤0.01%
+114
1724
$8K ﹤0.01%
100
1725
$8K ﹤0.01%
+137