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
1076
$38K ﹤0.01%
693
1077
$37K ﹤0.01%
+865
1078
$37K ﹤0.01%
+1,180
1079
$36K ﹤0.01%
392
1080
$36K ﹤0.01%
590
1081
$36K ﹤0.01%
+1,000
1082
$35K ﹤0.01%
1,133
-326
1083
$35K ﹤0.01%
1,094
-3
1084
$35K ﹤0.01%
500
1085
$35K ﹤0.01%
2,310
-378
1086
$35K ﹤0.01%
728
1087
$35K ﹤0.01%
8,804
+462
1088
$35K ﹤0.01%
280
-681
1089
$35K ﹤0.01%
+1,000
1090
$34K ﹤0.01%
1,800
+5
1091
$34K ﹤0.01%
1,535
1092
$34K ﹤0.01%
1,235
1093
$34K ﹤0.01%
1,322
-268
1094
$34K ﹤0.01%
536
+17
1095
$34K ﹤0.01%
+600
1096
$34K ﹤0.01%
879
-321
1097
$34K ﹤0.01%
2,555
-18
1098
$33K ﹤0.01%
525
1099
$33K ﹤0.01%
+609
1100
$33K ﹤0.01%
4,544