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
1776
$7K ﹤0.01%
+48
1777
$7K ﹤0.01%
+108
1778
$7K ﹤0.01%
225
1779
$7K ﹤0.01%
+42
1780
$7K ﹤0.01%
295
1781
$7K ﹤0.01%
+88
1782
$7K ﹤0.01%
+34
1783
$7K ﹤0.01%
200
1784
$7K ﹤0.01%
273
1785
$7K ﹤0.01%
+165
1786
$7K ﹤0.01%
600
1787
$7K ﹤0.01%
3,000
1788
$7K ﹤0.01%
+96
1789
$7K ﹤0.01%
+34
1790
$7K ﹤0.01%
500
1791
$6K ﹤0.01%
400
1792
$6K ﹤0.01%
+227
1793
$6K ﹤0.01%
+39
1794
$6K ﹤0.01%
+81
1795
$6K ﹤0.01%
54
1796
$6K ﹤0.01%
100
1797
$6K ﹤0.01%
815
1798
$6K ﹤0.01%
215
1799
$6K ﹤0.01%
152
1800
$6K ﹤0.01%
130