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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
$502M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.08%
2 Healthcare 6.05%
3 Consumer Staples 5.44%
4 Technology 5.05%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$14K ﹤0.01%
+200
852
$14K ﹤0.01%
659
853
$14K ﹤0.01%
+400
854
$14K ﹤0.01%
500
855
$14K ﹤0.01%
+4,500
856
$14K ﹤0.01%
250
857
$14K ﹤0.01%
650
-500
858
$14K ﹤0.01%
238
-16
859
$14K ﹤0.01%
628
+334
860
$14K ﹤0.01%
600
-600
861
$14K ﹤0.01%
233
-174
862
$14K ﹤0.01%
630
863
$14K ﹤0.01%
219
+89
864
$14K ﹤0.01%
122
+45
865
$14K ﹤0.01%
207
+1
866
$13K ﹤0.01%
+100
867
$13K ﹤0.01%
774
+648
868
$13K ﹤0.01%
982
869
$13K ﹤0.01%
465
870
$13K ﹤0.01%
1,550
871
$13K ﹤0.01%
750
872
$13K ﹤0.01%
1,954
+1,070
873
$13K ﹤0.01%
1,041
-520
874
$13K ﹤0.01%
+350
875
$13K ﹤0.01%
150
+50