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
976
$55K ﹤0.01%
+434
977
$55K ﹤0.01%
3,390
+772
978
$55K ﹤0.01%
2,201
+195
979
$55K ﹤0.01%
397
980
$54K ﹤0.01%
372
+3
981
$54K ﹤0.01%
+2,600
982
$54K ﹤0.01%
477
-206
983
$54K ﹤0.01%
1,940
+900
984
$53K ﹤0.01%
3,850
985
$53K ﹤0.01%
230
986
$53K ﹤0.01%
470
-46
987
$53K ﹤0.01%
700
988
$53K ﹤0.01%
1,375
+700
989
$52K ﹤0.01%
866
-929
990
$52K ﹤0.01%
1,078
-914
991
$52K ﹤0.01%
+600
992
$51K ﹤0.01%
+1,098
993
$51K ﹤0.01%
4,000
-11,000
994
$51K ﹤0.01%
308
995
$51K ﹤0.01%
+325
996
$51K ﹤0.01%
824
997
$51K ﹤0.01%
+1,198
998
$51K ﹤0.01%
1,818
999
$51K ﹤0.01%
268
-150
1000
$50K ﹤0.01%
970
-420