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
$957M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.98%
2 Healthcare 5.42%
3 Industrials 5.24%
4 Consumer Staples 4.82%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$7K ﹤0.01%
106
-30
1277
$6K ﹤0.01%
500
1278
$6K ﹤0.01%
128
1279
$6K ﹤0.01%
+140
1280
$6K ﹤0.01%
208
1281
$6K ﹤0.01%
450
1282
$6K ﹤0.01%
6,000
1283
$6K ﹤0.01%
117
1284
$6K ﹤0.01%
150
1285
$6K ﹤0.01%
120
+2
1286
$6K ﹤0.01%
500
1287
$6K ﹤0.01%
+150
1288
$6K ﹤0.01%
124
-36
1289
$6K ﹤0.01%
82
1290
$6K ﹤0.01%
+110
1291
$6K ﹤0.01%
600
+100
1292
$6K ﹤0.01%
75
1293
$6K ﹤0.01%
+82
1294
$6K ﹤0.01%
71
1295
$6K ﹤0.01%
202
1296
$6K ﹤0.01%
409
-1,991
1297
$6K ﹤0.01%
183
+1
1298
$6K ﹤0.01%
250
1299
$6K ﹤0.01%
500
1300
$6K ﹤0.01%
1,250