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
1176
$22K ﹤0.01%
35
1177
$22K ﹤0.01%
+195
1178
$22K ﹤0.01%
800
-400
1179
$22K ﹤0.01%
611
+2
1180
$22K ﹤0.01%
3,100
+1,400
1181
$22K ﹤0.01%
122
1182
$22K ﹤0.01%
680
+2
1183
$22K ﹤0.01%
1,000
-1,975
1184
$22K ﹤0.01%
6,145
+748
1185
$22K ﹤0.01%
960
1186
$22K ﹤0.01%
75
1187
$22K ﹤0.01%
+671
1188
$21K ﹤0.01%
+411
1189
$21K ﹤0.01%
1,100
1190
$21K ﹤0.01%
500
1191
$21K ﹤0.01%
454
1192
$21K ﹤0.01%
+396
1193
$21K ﹤0.01%
229
1194
$21K ﹤0.01%
813
-13,817
1195
$21K ﹤0.01%
905
-300
1196
$21K ﹤0.01%
800
+100
1197
$21K ﹤0.01%
+1,292
1198
$21K ﹤0.01%
+200
1199
$21K ﹤0.01%
225
+123
1200
$21K ﹤0.01%
618