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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
$502M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.08%
2 Healthcare 6.05%
3 Consumer Staples 5.44%
4 Technology 5.05%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-46
1227
-600
1228
$0 ﹤0.01%
3
1229
-1,000
1230
-200
1231
-163
1232
$0 ﹤0.01%
6
1233
-1,940
1234
$0 ﹤0.01%
+6
1235
$0 ﹤0.01%
30
1236
-536
1237
-600
1238
-100
1239
0