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
1176
$7K ﹤0.01%
186
1177
$7K ﹤0.01%
112
-1
1178
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434
+2
1179
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209
+1
1180
$7K ﹤0.01%
+772
1181
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230
1182
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175
1183
$6K ﹤0.01%
61
-383
1184
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+200
1185
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500
1186
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120
1187
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1188
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200
1189
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655
1190
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1191
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1,000
1192
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100
1193
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250
1194
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800
+500
1195
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55
1196
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+260
1197
$6K ﹤0.01%
84
1198
$6K ﹤0.01%
63
1199
$6K ﹤0.01%
+500
1200
$6K ﹤0.01%
+27