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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$2K ﹤0.01%
100
1152
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1153
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78
1154
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1155
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500
1156
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1157
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21
-27
1158
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35
1159
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+486
1160
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125
1161
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400
1162
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1163
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1164
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1165
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54
+41
1166
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1
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2
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1169
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1170
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1171
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1172
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45
1173
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59
1174
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47
1175
$2K ﹤0.01%
200
-1,935