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
926
$70K ﹤0.01%
1,085
+96
927
$70K ﹤0.01%
2,000
+974
928
$69K ﹤0.01%
2,334
929
$69K ﹤0.01%
1,481
+37
930
$69K ﹤0.01%
392
931
$69K ﹤0.01%
969
-42
932
$68K ﹤0.01%
688
+61
933
$67K ﹤0.01%
5,456
-4,000
934
$67K ﹤0.01%
5,549
935
$67K ﹤0.01%
863
936
$67K ﹤0.01%
1,462
937
$66K ﹤0.01%
722
-1,256
938
$66K ﹤0.01%
612
939
$66K ﹤0.01%
718
-225
940
$65K ﹤0.01%
800
941
$64K ﹤0.01%
760
+742
942
$64K ﹤0.01%
956
-2,292
943
$63K ﹤0.01%
1,481
+102
944
$63K ﹤0.01%
660
-142
945
$63K ﹤0.01%
2,301
946
$63K ﹤0.01%
1,300
+1,000
947
$63K ﹤0.01%
932
948
$63K ﹤0.01%
767
949
$62K ﹤0.01%
192
-10
950
$62K ﹤0.01%
5,047