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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
876
$13K ﹤0.01%
400
877
$13K ﹤0.01%
+1,505
878
$13K ﹤0.01%
867
-780
879
$13K ﹤0.01%
1,400
+200
880
$13K ﹤0.01%
300
881
$13K ﹤0.01%
206
882
$13K ﹤0.01%
130
883
$13K ﹤0.01%
200
884
$13K ﹤0.01%
150
885
$13K ﹤0.01%
2,000
886
$13K ﹤0.01%
382
887
$12K ﹤0.01%
294
888
$12K ﹤0.01%
200
889
$12K ﹤0.01%
360
890
$12K ﹤0.01%
348
+102
891
$12K ﹤0.01%
1,000
892
$12K ﹤0.01%
+294
893
$12K ﹤0.01%
132
+85
894
$12K ﹤0.01%
438
+11
895
$12K ﹤0.01%
236
896
$12K ﹤0.01%
214
897
$12K ﹤0.01%
70
+20
898
$12K ﹤0.01%
373
-134
899
$12K ﹤0.01%
295
+2
900
$12K ﹤0.01%
100