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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
$297M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 7.8%
2 Consumer Staples 6.36%
3 Energy 5.42%
4 Healthcare 5.28%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$2K ﹤0.01%
+32
852
$2K ﹤0.01%
+23
853
$2K ﹤0.01%
65
854
$2K ﹤0.01%
53
855
$2K ﹤0.01%
+240
856
$2K ﹤0.01%
+56
857
$2K ﹤0.01%
+28
858
$2K ﹤0.01%
+28
859
$2K ﹤0.01%
100
860
$2K ﹤0.01%
+25
861
$2K ﹤0.01%
+10
862
$2K ﹤0.01%
+42
863
$2K ﹤0.01%
50
864
$2K ﹤0.01%
172
865
$2K ﹤0.01%
33
866
$2K ﹤0.01%
68
867
$2K ﹤0.01%
140
868
$2K ﹤0.01%
+30
869
$2K ﹤0.01%
+10
870
$2K ﹤0.01%
105
871
$2K ﹤0.01%
+8
872
$2K ﹤0.01%
+16
873
$2K ﹤0.01%
+31
874
$2K ﹤0.01%
43
+23
875
$2K ﹤0.01%
102
-498