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

Top Sells

1
+$78.9M
2
+$33M
3
+$28.6M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$18M
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$11.6M

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
2026
$1K ﹤0.01%
+1
2027
$1K ﹤0.01%
+6
2028
$1K ﹤0.01%
34
2029
$1K ﹤0.01%
+34
2030
$1K ﹤0.01%
100
2031
$1K ﹤0.01%
35
+3
2032
$1K ﹤0.01%
325
2033
$1K ﹤0.01%
400
2034
$1K ﹤0.01%
+10
2035
$1K ﹤0.01%
39
-45
2036
$1K ﹤0.01%
+10
2037
$1K ﹤0.01%
51
-22
2038
$1K ﹤0.01%
40
2039
$1K ﹤0.01%
+34
2040
$1K ﹤0.01%
+22
2041
$1K ﹤0.01%
14
-1,791
2042
$1K ﹤0.01%
+21
2043
$1K ﹤0.01%
+18
2044
$1K ﹤0.01%
50
2045
$1K ﹤0.01%
+4
2046
$1K ﹤0.01%
25
2047
$1K ﹤0.01%
+6
2048
$1K ﹤0.01%
100
2049
$1K ﹤0.01%
86
+1
2050
$1K ﹤0.01%
70
80 81
82
83 84