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
1726
$8K ﹤0.01%
+245
1727
$8K ﹤0.01%
+166
1728
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130
1729
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+209
1730
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1731
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100
1732
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517
-6,998
1733
$8K ﹤0.01%
1,200
1734
$8K ﹤0.01%
375
1735
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1,100
1736
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250
1737
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764
1738
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160
+54
1739
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+37
1740
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+90
1741
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1,058
+430
1742
$7K ﹤0.01%
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1743
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128
1744
$7K ﹤0.01%
61
+27
1745
$7K ﹤0.01%
307
+167
1746
$7K ﹤0.01%
+77
1747
$7K ﹤0.01%
+75
1748
$7K ﹤0.01%
295
1749
$7K ﹤0.01%
+93
1750
$7K ﹤0.01%
301