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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

Top Sells

1
+$73.6M
2
+$29.7M
3
+$27.4M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$18M
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$11M

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
1976
$2K ﹤0.01%
152
1977
$2K ﹤0.01%
110
1978
$2K ﹤0.01%
400
1979
$2K ﹤0.01%
500
1980
$2K ﹤0.01%
+76
1981
$2K ﹤0.01%
+50
1982
$2K ﹤0.01%
+75
1983
$2K ﹤0.01%
+218
1984
$2K ﹤0.01%
+134
1985
$2K ﹤0.01%
1,070
1986
$2K ﹤0.01%
+173
1987
$2K ﹤0.01%
+12
1988
$2K ﹤0.01%
+5
1989
$2K ﹤0.01%
75
1990
$2K ﹤0.01%
30
-5
1991
$2K ﹤0.01%
122
1992
$2K ﹤0.01%
100
1993
$2K ﹤0.01%
41
-13
1994
$2K ﹤0.01%
27
1995
$2K ﹤0.01%
75
1996
$2K ﹤0.01%
+51
1997
$2K ﹤0.01%
225
1998
$2K ﹤0.01%
100
-30
1999
$2K ﹤0.01%
38
2000
$2K ﹤0.01%
1,927
-992
78 79
80
81 82