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
1051
$43K ﹤0.01%
1,503
+31
1052
$43K ﹤0.01%
951
1053
$43K ﹤0.01%
+237
1054
$43K ﹤0.01%
172
-15
1055
$42K ﹤0.01%
637
1056
$42K ﹤0.01%
1,579
1057
$42K ﹤0.01%
2,506
+8
1058
$41K ﹤0.01%
+1,200
1059
$41K ﹤0.01%
750
1060
$41K ﹤0.01%
+1,505
1061
$40K ﹤0.01%
473
1062
$40K ﹤0.01%
1,700
1063
$40K ﹤0.01%
3,000
+1,500
1064
$40K ﹤0.01%
584
+39
1065
$40K ﹤0.01%
1,000
1066
$40K ﹤0.01%
997
-110
1067
$40K ﹤0.01%
127
1068
$39K ﹤0.01%
435
1069
$39K ﹤0.01%
1,469
-105
1070
$39K ﹤0.01%
+400
1071
$39K ﹤0.01%
1,113
-775
1072
$39K ﹤0.01%
1,526
+232
1073
$38K ﹤0.01%
200
1074
$38K ﹤0.01%
2,185
1075
$38K ﹤0.01%
+1,100