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
$766M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.24%
2 Industrials 5.73%
3 Technology 5.6%
4 Consumer Staples 5.26%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$8K ﹤0.01%
150
1152
$8K ﹤0.01%
400
1153
$8K ﹤0.01%
385
1154
$7K ﹤0.01%
289
1155
$7K ﹤0.01%
+74
1156
$7K ﹤0.01%
500
1157
$7K ﹤0.01%
250
1158
$7K ﹤0.01%
150
1159
$7K ﹤0.01%
507
+262
1160
$7K ﹤0.01%
+393
1161
$7K ﹤0.01%
+68
1162
$7K ﹤0.01%
75
1163
$7K ﹤0.01%
119
1164
$7K ﹤0.01%
427
1165
$7K ﹤0.01%
78
-12,900
1166
$7K ﹤0.01%
210
1167
$7K ﹤0.01%
200
1168
$7K ﹤0.01%
186
1169
$7K ﹤0.01%
434
+2
1170
$7K ﹤0.01%
+772
1171
$7K ﹤0.01%
230
1172
$7K ﹤0.01%
175
1173
$7K ﹤0.01%
250
1174
$7K ﹤0.01%
250
1175
$7K ﹤0.01%
138
+55