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
901
$12K ﹤0.01%
200
902
$12K ﹤0.01%
800
903
$12K ﹤0.01%
881
904
$12K ﹤0.01%
259
905
$12K ﹤0.01%
150
906
$12K ﹤0.01%
219
+88
907
$12K ﹤0.01%
+967
908
$12K ﹤0.01%
270
909
$12K ﹤0.01%
+525
910
$11K ﹤0.01%
150
+50
911
$11K ﹤0.01%
500
912
$11K ﹤0.01%
575
-1,070
913
$11K ﹤0.01%
+189
914
$11K ﹤0.01%
+250
915
$11K ﹤0.01%
465
916
$11K ﹤0.01%
286
917
$11K ﹤0.01%
650
+50
918
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150
919
$11K ﹤0.01%
80
920
$11K ﹤0.01%
+100
921
$11K ﹤0.01%
94
-123
922
$11K ﹤0.01%
4,500
923
$11K ﹤0.01%
725
924
$11K ﹤0.01%
+349
925
$11K ﹤0.01%
225
-172