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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
901
$12K ﹤0.01%
+1,000
902
$11K ﹤0.01%
+388
903
$11K ﹤0.01%
100
904
$11K ﹤0.01%
200
905
$11K ﹤0.01%
1,100
-150
906
$11K ﹤0.01%
900
907
$11K ﹤0.01%
125
-55
908
$11K ﹤0.01%
+370
909
$11K ﹤0.01%
200
910
$11K ﹤0.01%
424
911
$11K ﹤0.01%
219
912
$11K ﹤0.01%
150
913
$11K ﹤0.01%
100
914
$11K ﹤0.01%
440
915
$11K ﹤0.01%
516
916
$11K ﹤0.01%
108
917
$11K ﹤0.01%
270
918
$11K ﹤0.01%
5
919
$11K ﹤0.01%
200
920
$10K ﹤0.01%
137
+100
921
$10K ﹤0.01%
200
922
$10K ﹤0.01%
200
923
$10K ﹤0.01%
250
+120
924
$10K ﹤0.01%
255
925
$10K ﹤0.01%
300