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
1276
$5K ﹤0.01%
572
+312
1277
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136
1278
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241
1279
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31
1280
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25
1281
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+150
1282
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242
1283
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125
1284
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445
1285
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508
1286
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+200
1287
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100
1288
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83
+1
1289
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295
1290
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60
1291
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+500
1292
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116
-108
1293
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+150
1294
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257
+1
1295
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250
1296
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+125
1297
$5K ﹤0.01%
156
-69
1298
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100
1299
$5K ﹤0.01%
+200
1300
$5K ﹤0.01%
250