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
776
$129K 0.01%
1,200
777
$129K 0.01%
2,560
778
$129K 0.01%
1,432
+181
779
$128K 0.01%
1,112
+215
780
$128K 0.01%
908
+5
781
$128K 0.01%
3,856
+706
782
$127K 0.01%
732
-200
783
$127K 0.01%
2,645
+349
784
$127K 0.01%
2,627
-373
785
$127K 0.01%
4,360
-5,500
786
$126K 0.01%
961
-655
787
$126K 0.01%
+3,237
788
$126K 0.01%
11,300
+3,500
789
$125K 0.01%
12,264
-30,218
790
$125K 0.01%
1,725
-655
791
$124K 0.01%
984
792
$124K 0.01%
1,417
793
$123K 0.01%
966
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794
$121K 0.01%
2,212
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795
$119K 0.01%
2,095
-806
796
$119K 0.01%
9,130
-2,000
797
$119K 0.01%
9,892
798
$118K 0.01%
506
799
$118K 0.01%
3,057
+3,001
800
$118K 0.01%
2,430