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
901
$77K ﹤0.01%
2,842
-6,079
902
$77K ﹤0.01%
2,884
+897
903
$77K ﹤0.01%
726
904
$76K ﹤0.01%
2,341
-123
905
$76K ﹤0.01%
848
-9
906
$76K ﹤0.01%
1,000
907
$76K ﹤0.01%
1,100
908
$76K ﹤0.01%
1,325
909
$74K ﹤0.01%
5,379
+56
910
$74K ﹤0.01%
951
-182
911
$74K ﹤0.01%
1,995
+730
912
$74K ﹤0.01%
+2,435
913
$73K ﹤0.01%
400
914
$73K ﹤0.01%
173
915
$73K ﹤0.01%
2,582
916
$73K ﹤0.01%
2,158
+949
917
$72K ﹤0.01%
2,500
918
$71K ﹤0.01%
1,187
919
$71K ﹤0.01%
6,900
920
$71K ﹤0.01%
721
+2
921
$71K ﹤0.01%
1,232
+2
922
$71K ﹤0.01%
+142
923
$71K ﹤0.01%
2,000
924
$70K ﹤0.01%
2,617
925
$70K ﹤0.01%
340
+4