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
$1.86B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.03%
2 Healthcare 5.24%
3 Industrials 4.53%
4 Consumer Discretionary 4.47%
5 Financials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$161K 0.01%
9,657
-192
727
$161K 0.01%
1,689
+41
728
$161K 0.01%
4,365
-211
729
$160K 0.01%
1,630
+1,135
730
$159K 0.01%
482
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731
$158K 0.01%
6,883
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732
$158K 0.01%
11,204
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733
$157K 0.01%
3,000
-10,449
734
$157K 0.01%
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735
$156K 0.01%
9,600
-5,000
736
$156K 0.01%
1,857
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737
$155K 0.01%
1,567
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738
$155K 0.01%
2,542
-2,433
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$155K 0.01%
10,849
740
$154K 0.01%
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$153K 0.01%
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987
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$153K 0.01%
1,530
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745
$152K 0.01%
1,485
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746
$151K 0.01%
1,468
747
$151K 0.01%
1,646
+1,365
748
$151K 0.01%
1,459
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749
$150K 0.01%
1,678
750
$150K 0.01%
2,465
-2,404