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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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-96
1177
-123
1178
-150
1179
-25
1180
-80
1181
-90
1182
-2,696
1183
-2
1184
-2
1185
-3
1186
-600
1187
-4
1188
-2
1189
-1
1190
-25
1191
-1
1192
-200
1193
-500
1194
-6
1195
-280
1196
-2
1197
-202
1198
-2
1199
-1,180
1200
-3