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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$37K 0.01%
+605
677
$37K 0.01%
275
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678
$37K 0.01%
962
679
$37K 0.01%
2,277
680
$37K 0.01%
+2,639
681
$37K 0.01%
1,650
-100
682
$37K 0.01%
742
683
$37K 0.01%
792
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684
$37K 0.01%
5,280
685
$36K 0.01%
900
686
$36K 0.01%
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687
$36K 0.01%
921
688
$36K 0.01%
578
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689
$36K 0.01%
678
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690
$36K 0.01%
2,500
691
$36K 0.01%
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$36K 0.01%
661
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$36K 0.01%
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$35K 0.01%
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$35K 0.01%
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1,036
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698
$34K 0.01%
700
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699
$34K 0.01%
7,940
+1,603
700
$33K 0.01%
+750