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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
$502M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.08%
2 Healthcare 6.05%
3 Consumer Staples 5.44%
4 Technology 5.05%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$2K ﹤0.01%
49
1127
$1K ﹤0.01%
+4
1128
$1K ﹤0.01%
172
1129
$1K ﹤0.01%
45
1130
$1K ﹤0.01%
25
1131
$1K ﹤0.01%
24
1132
$1K ﹤0.01%
+20
1133
$1K ﹤0.01%
+19
1134
$1K ﹤0.01%
+45
1135
$1K ﹤0.01%
7
1136
$1K ﹤0.01%
21
1137
$1K ﹤0.01%
42
1138
$1K ﹤0.01%
132
1139
$1K ﹤0.01%
26
1140
$1K ﹤0.01%
+62
1141
$1K ﹤0.01%
+49
1142
$1K ﹤0.01%
40
1143
$1K ﹤0.01%
235
1144
$1K ﹤0.01%
6
1145
$1K ﹤0.01%
23
1146
$1K ﹤0.01%
5,700
-88,695
1147
$1K ﹤0.01%
200
1148
$1K ﹤0.01%
+19
1149
$1K ﹤0.01%
10
1150
$1K ﹤0.01%
+7