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
826
$104K 0.01%
558
+131
827
$103K 0.01%
5,100
828
$103K 0.01%
249
+56
829
$103K 0.01%
2,221
830
$102K 0.01%
3,945
-438
831
$101K 0.01%
5,100
+100
832
$101K 0.01%
974
-226
833
$101K 0.01%
2,356
+486
834
$101K 0.01%
2,673
+9
835
$101K 0.01%
+5,000
836
$101K 0.01%
1,408
-2,519
837
$100K 0.01%
770
-74,669
838
$99K 0.01%
9,977
839
$99K 0.01%
663
840
$98K 0.01%
2,000
841
$98K 0.01%
2,671
+3
842
$97K 0.01%
4,338
+1,604
843
$97K 0.01%
1,293
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844
$97K 0.01%
1,204
+384
845
$96K 0.01%
2,383
+4
846
$96K 0.01%
1,938
+194
847
$96K 0.01%
4,766
+510
848
$96K 0.01%
1,850
+300
849
$95K 0.01%
6,427
850
$95K 0.01%
1,279
+267