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
1276
$15K ﹤0.01%
49
-220
1277
$15K ﹤0.01%
188
-47
1278
$15K ﹤0.01%
117
1279
$14K ﹤0.01%
+1,000
1280
$14K ﹤0.01%
325
1281
$14K ﹤0.01%
35
-25
1282
$14K ﹤0.01%
278
1283
$14K ﹤0.01%
352
1284
$14K ﹤0.01%
525
+225
1285
$14K ﹤0.01%
1,000
1286
$14K ﹤0.01%
435
-5
1287
$14K ﹤0.01%
183
1288
$14K ﹤0.01%
165
+159
1289
$14K ﹤0.01%
496
-54
1290
$14K ﹤0.01%
300
1291
$14K ﹤0.01%
114
1292
$13K ﹤0.01%
2,155
1293
$13K ﹤0.01%
287
1294
$13K ﹤0.01%
71
1295
$13K ﹤0.01%
120
-705
1296
$13K ﹤0.01%
209
+1
1297
$13K ﹤0.01%
250
1298
$13K ﹤0.01%
440
1299
$13K ﹤0.01%
395
1300
$13K ﹤0.01%
1,515