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
1126
$30K ﹤0.01%
1,825
1127
$30K ﹤0.01%
180
1128
$29K ﹤0.01%
575
1129
$29K ﹤0.01%
+1,003
1130
$29K ﹤0.01%
533
-120
1131
$29K ﹤0.01%
2,350
1132
$29K ﹤0.01%
457
-435
1133
$29K ﹤0.01%
855
-276
1134
$29K ﹤0.01%
452
-6
1135
$29K ﹤0.01%
1,746
1136
$29K ﹤0.01%
214
1137
$28K ﹤0.01%
132
1138
$28K ﹤0.01%
1,579
-572
1139
$28K ﹤0.01%
+1
1140
$27K ﹤0.01%
3,486
-162
1141
$27K ﹤0.01%
115
1142
$27K ﹤0.01%
446
1143
$26K ﹤0.01%
2,500
1144
$26K ﹤0.01%
200
1145
$26K ﹤0.01%
800
1146
$26K ﹤0.01%
212
-154
1147
$26K ﹤0.01%
317
+2
1148
$26K ﹤0.01%
+430
1149
$26K ﹤0.01%
673
-2
1150
$25K ﹤0.01%
+842