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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
$297M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 7.8%
2 Consumer Staples 6.36%
3 Energy 5.42%
4 Healthcare 5.28%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-50
1002
-47,770
1003
-300
1004
-500
1005
0
1006
-16
1007
-200
1008
-1,915
1009
-200
1010
-21
1011
$0 ﹤0.01%
7
1012
0