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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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.08%
2 Technology 5.58%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$7K ﹤0.01%
436
+2
1227
$7K ﹤0.01%
800
1228
$7K ﹤0.01%
107
+2
1229
$7K ﹤0.01%
+200
1230
$7K ﹤0.01%
122
+2
1231
$7K ﹤0.01%
+453
1232
$7K ﹤0.01%
350
1233
$7K ﹤0.01%
500
1234
$7K ﹤0.01%
75
1235
$7K ﹤0.01%
427
1236
$7K ﹤0.01%
200
1237
$6K ﹤0.01%
+450
1238
$6K ﹤0.01%
3
1239
$6K ﹤0.01%
150
1240
$6K ﹤0.01%
150
1241
$6K ﹤0.01%
82
-2
1242
$6K ﹤0.01%
75
1243
$6K ﹤0.01%
370
+245
1244
$6K ﹤0.01%
+260
1245
$6K ﹤0.01%
71
1246
$6K ﹤0.01%
250
1247
$6K ﹤0.01%
250
1248
$6K ﹤0.01%
500
1249
$6K ﹤0.01%
100
1250
$6K ﹤0.01%
140
-100