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

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
1776
$7K ﹤0.01%
+108
1777
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3,000
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104
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-24
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+459