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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
926
$10K ﹤0.01%
450
927
$10K ﹤0.01%
500
-1,200
928
$10K ﹤0.01%
600
929
$10K ﹤0.01%
500
930
$10K ﹤0.01%
128
931
$10K ﹤0.01%
+80
932
$10K ﹤0.01%
7
933
$10K ﹤0.01%
695
934
$10K ﹤0.01%
725
935
$10K ﹤0.01%
126
+101
936
$10K ﹤0.01%
200
937
$10K ﹤0.01%
1,507
-2,435
938
$9K ﹤0.01%
200
939
$9K ﹤0.01%
150
940
$9K ﹤0.01%
930
941
$9K ﹤0.01%
387
942
$9K ﹤0.01%
300
943
$9K ﹤0.01%
+100
944
$9K ﹤0.01%
585
945
$9K ﹤0.01%
278
946
$9K ﹤0.01%
300
947
$9K ﹤0.01%
+500
948
$9K ﹤0.01%
427
949
$9K ﹤0.01%
500
950
$9K ﹤0.01%
324