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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$15K ﹤0.01%
500
852
$15K ﹤0.01%
171
+1
853
$15K ﹤0.01%
770
-490
854
$15K ﹤0.01%
234
+211
855
$15K ﹤0.01%
572
+167
856
$15K ﹤0.01%
254
857
$15K ﹤0.01%
+1,036
858
$14K ﹤0.01%
946
+21
859
$14K ﹤0.01%
721
+22
860
$14K ﹤0.01%
750
861
$14K ﹤0.01%
1,053
+1,042
862
$14K ﹤0.01%
156
863
$14K ﹤0.01%
517
864
$14K ﹤0.01%
1,505
865
$14K ﹤0.01%
+500
866
$14K ﹤0.01%
656
-51
867
$14K ﹤0.01%
375
868
$14K ﹤0.01%
1,250
869
$14K ﹤0.01%
380
-1,000
870
$14K ﹤0.01%
134
871
$14K ﹤0.01%
+1,055
872
$13K ﹤0.01%
250
873
$13K ﹤0.01%
300
874
$13K ﹤0.01%
562
875
$13K ﹤0.01%
+175