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
951
$62K ﹤0.01%
482
952
$62K ﹤0.01%
1,350
953
$61K ﹤0.01%
113
-3,749
954
$61K ﹤0.01%
2,734
955
$61K ﹤0.01%
489
956
$60K ﹤0.01%
1,637
957
$60K ﹤0.01%
200
958
$60K ﹤0.01%
984
-21
959
$60K ﹤0.01%
2,030
-200
960
$59K ﹤0.01%
1,764
-212
961
$59K ﹤0.01%
684
+111
962
$58K ﹤0.01%
+1,718
963
$58K ﹤0.01%
699
+636
964
$57K ﹤0.01%
606
+2
965
$57K ﹤0.01%
+868
966
$57K ﹤0.01%
+3,132
967
$57K ﹤0.01%
+1,080
968
$57K ﹤0.01%
185
-96
969
$56K ﹤0.01%
1,825
-607
970
$56K ﹤0.01%
2,349
-1
971
$56K ﹤0.01%
+803
972
$56K ﹤0.01%
400
-100
973
$55K ﹤0.01%
397
974
$55K ﹤0.01%
+434
975
$55K ﹤0.01%
3,390
+772