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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,817
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.35%
2 Healthcare 5.67%
3 Consumer Discretionary 4.97%
4 Industrials 4.94%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$169K 0.01%
2,763
+199
627
$169K 0.01%
4,161
+186
628
$168K 0.01%
4,543
+55
629
$168K 0.01%
1,303
-158
630
$167K 0.01%
11,046
-5,305
631
$167K 0.01%
7,493
-100
632
$166K 0.01%
3,264
-1,146
633
$166K 0.01%
2,185
+45
634
$165K 0.01%
4,779
-2,414
635
$164K 0.01%
235
+125
636
$164K 0.01%
1,681
637
$163K 0.01%
8,474
-2,235
638
$163K 0.01%
3,474
-705
639
$163K 0.01%
5,539
-388
640
$163K 0.01%
22,191
-282
641
$162K 0.01%
12,560
-5,664
642
$162K 0.01%
5,789
-1,918
643
$162K 0.01%
1,000
644
$161K 0.01%
8,825
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645
$160K 0.01%
3,543
-909
646
$160K 0.01%
2,528
+613
647
$159K 0.01%
15,000
+4,000
648
$158K 0.01%
3,560
+1,603
649
$158K 0.01%
6,495
-715
650
$158K 0.01%
44,546
-19,097