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
$964M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,818
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.58%
2 Technology 5.51%
3 Industrials 5.01%
4 Consumer Staples 4.49%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$9K ﹤0.01%
357
1302
$9K ﹤0.01%
+1,000
1303
$9K ﹤0.01%
550
1304
$9K ﹤0.01%
350
1305
$9K ﹤0.01%
+159
1306
$9K ﹤0.01%
1,025
1307
$9K ﹤0.01%
2,221
1308
$9K ﹤0.01%
520
1309
$9K ﹤0.01%
475
1310
$9K ﹤0.01%
100
1311
$9K ﹤0.01%
1,600
1312
$9K ﹤0.01%
300
1313
$9K ﹤0.01%
310
1314
$9K ﹤0.01%
360
1315
$9K ﹤0.01%
400
1316
$9K ﹤0.01%
1,043
1317
$9K ﹤0.01%
740
1318
$9K ﹤0.01%
500
1319
$9K ﹤0.01%
+331
1320
$9K ﹤0.01%
310
+3
1321
$9K ﹤0.01%
+700
1322
$9K ﹤0.01%
+700
1323
$9K ﹤0.01%
+200
1324
$9K ﹤0.01%
1,014
+14
1325
$9K ﹤0.01%
153
+33