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
1801
$6K ﹤0.01%
+43
1802
$6K ﹤0.01%
+334
1803
$6K ﹤0.01%
1,000
1804
$6K ﹤0.01%
275
1805
$6K ﹤0.01%
793
+28
1806
$6K ﹤0.01%
60
1807
$6K ﹤0.01%
+63
1808
$6K ﹤0.01%
284
1809
$6K ﹤0.01%
104
+94
1810
$6K ﹤0.01%
200
1811
$6K ﹤0.01%
431
-24
1812
$6K ﹤0.01%
+459
1813
$6K ﹤0.01%
82
+27
1814
$6K ﹤0.01%
+30
1815
$6K ﹤0.01%
+102
1816
$6K ﹤0.01%
250
1817
$6K ﹤0.01%
+220
1818
$6K ﹤0.01%
+79
1819
$6K ﹤0.01%
+443
1820
$6K ﹤0.01%
255
1821
$6K ﹤0.01%
100
1822
$6K ﹤0.01%
75
1823
$6K ﹤0.01%
+71
1824
$5K ﹤0.01%
35
1825
$5K ﹤0.01%
187