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
$983M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,716
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.27%
2 Healthcare 5.57%
3 Industrials 5.45%
4 Consumer Staples 4.68%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$421K 0.04%
4,847
+1,003
352
$417K 0.04%
1,931
+10
353
$416K 0.04%
7,917
+1,785
354
$412K 0.04%
8,183
355
$412K 0.04%
4,930
+127
356
$408K 0.04%
11,932
+250
357
$404K 0.04%
8,990
+2,096
358
$404K 0.04%
6,506
+370
359
$399K 0.04%
9,485
-141
360
$398K 0.04%
12,719
+3,224
361
$397K 0.04%
8,122
+557
362
$395K 0.04%
5,508
-10,011
363
$394K 0.04%
6,741
+324
364
$390K 0.04%
9,166
-134
365
$390K 0.04%
2,611
+1,358
366
$386K 0.04%
6,590
+3,175
367
$385K 0.04%
5,788
-3,538
368
$384K 0.04%
5,958
+582
369
$375K 0.04%
10,731
-200
370
$372K 0.04%
6,312
+446
371
$372K 0.04%
13,187
+1,801
372
$371K 0.04%
21,900
-1,800
373
$370K 0.04%
1,543
+222
374
$370K 0.04%
7,896
-4,401
375
$356K 0.04%
4,681
+265