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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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$1K ﹤0.01%
25
1077
$1K ﹤0.01%
1,400
1078
$1K ﹤0.01%
60
1079
-143
1080
0
1081
-150
1082
-500
1083
-135
1084
-450
1085
-3
1086
-1
1087
-4
1088
-600
1089
-12
1090
$0 ﹤0.01%
10
1091
-600
1092
$0 ﹤0.01%
22
1093
-2
1094
-2
1095
-250
1096
-209
1097
-300
1098
-3
1099
-350
1100
-450