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
851
$95K 0.01%
1,487
-186
852
$95K 0.01%
1,743
+650
853
$94K 0.01%
1,172
+277
854
$94K 0.01%
2,089
855
$94K 0.01%
2,445
+110
856
$94K 0.01%
3,591
+875
857
$92K 0.01%
1,035
-521
858
$92K 0.01%
1,760
859
$92K 0.01%
1,041
+110
860
$91K ﹤0.01%
1,541
861
$90K ﹤0.01%
6,402
+1,449
862
$90K ﹤0.01%
4,499
-834
863
$89K ﹤0.01%
700
-26
864
$89K ﹤0.01%
1,000
865
$88K ﹤0.01%
5,897
-161
866
$88K ﹤0.01%
2,216
-490
867
$87K ﹤0.01%
2,987
-108
868
$87K ﹤0.01%
3,596
+3,196
869
$87K ﹤0.01%
3,274
870
$87K ﹤0.01%
936
+200
871
$87K ﹤0.01%
654
+57
872
$86K ﹤0.01%
3,257
+167
873
$86K ﹤0.01%
1,100
874
$85K ﹤0.01%
+5,037
875
$85K ﹤0.01%
1,934
+91