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
926
$10K ﹤0.01%
475
927
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500
928
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1,000
929
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200
-50
930
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258
-168
931
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+675
932
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283
933
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+379
934
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394
935
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360
936
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527
+254
937
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730
938
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695
939
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2,000
940
$10K ﹤0.01%
215
941
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150
942
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100
-6
943
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+700
944
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670
-445
945
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118
946
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+300
947
$10K ﹤0.01%
1,000
948
$10K ﹤0.01%
1,460
+20
949
$10K ﹤0.01%
374
950
$10K ﹤0.01%
93