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
1151
$25K ﹤0.01%
1,342
+427
1152
$25K ﹤0.01%
428
-24
1153
$25K ﹤0.01%
1,575
-1,194
1154
$25K ﹤0.01%
1,520
+320
1155
$25K ﹤0.01%
410
1156
$24K ﹤0.01%
373
1157
$24K ﹤0.01%
+200
1158
$24K ﹤0.01%
500
1159
$24K ﹤0.01%
1,736
+711
1160
$24K ﹤0.01%
1,000
1161
$24K ﹤0.01%
+500
1162
$24K ﹤0.01%
1,379
+26
1163
$24K ﹤0.01%
408
1164
$24K ﹤0.01%
1,685
1165
$24K ﹤0.01%
+438
1166
$23K ﹤0.01%
585
+456
1167
$23K ﹤0.01%
10,700
+1,000
1168
$23K ﹤0.01%
1,332
1169
$23K ﹤0.01%
444
-559
1170
$23K ﹤0.01%
92
1171
$23K ﹤0.01%
715
+2
1172
$23K ﹤0.01%
69
-187
1173
$23K ﹤0.01%
548
1174
$23K ﹤0.01%
+549
1175
$23K ﹤0.01%
625