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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$212K 0.01%
13,813
+32
627
$212K 0.01%
5,645
628
$212K 0.01%
1,864
-580
629
$211K 0.01%
4,484
630
$210K 0.01%
7,900
-1,750
631
$209K 0.01%
3,104
-138,383
632
$208K 0.01%
1,922
633
$207K 0.01%
4,455
-7
634
$207K 0.01%
8,963
+1
635
$204K 0.01%
4,083
-78
636
$203K 0.01%
91
-106
637
$203K 0.01%
2,511
+1,841
638
$203K 0.01%
5,067
-527
639
$203K 0.01%
+2,468
640
$203K 0.01%
12,781
+2,376
641
$202K 0.01%
2,170
-1,912
642
$200K 0.01%
14,600
643
$199K 0.01%
1,207
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644
$198K 0.01%
6,085
-1,610
645
$198K 0.01%
1,859
-1
646
$197K 0.01%
1,273
+301
647
$196K 0.01%
+11,500
648
$196K 0.01%
274
649
$196K 0.01%
8,254
+1,759
650
$196K 0.01%
4,270
+796