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
1251
$17K ﹤0.01%
400
-301
1252
$17K ﹤0.01%
287
+100
1253
$16K ﹤0.01%
+800
1254
$16K ﹤0.01%
200
-76
1255
$16K ﹤0.01%
500
1256
$16K ﹤0.01%
257
1257
$16K ﹤0.01%
120
1258
$16K ﹤0.01%
240
1259
$16K ﹤0.01%
76
1260
$16K ﹤0.01%
+602
1261
$16K ﹤0.01%
+1,000
1262
$15K ﹤0.01%
216
-1,047
1263
$15K ﹤0.01%
800
-8,000
1264
$15K ﹤0.01%
24
1265
$15K ﹤0.01%
1,600
+1,500
1266
$15K ﹤0.01%
572
+150
1267
$15K ﹤0.01%
725
1268
$15K ﹤0.01%
334
+2
1269
$15K ﹤0.01%
435
-400
1270
$15K ﹤0.01%
145
1271
$15K ﹤0.01%
109
+26
1272
$15K ﹤0.01%
540
1273
$15K ﹤0.01%
+123
1274
$15K ﹤0.01%
679
1275
$15K ﹤0.01%
188
-6