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
1301
$13K ﹤0.01%
+100
1302
$13K ﹤0.01%
180
1303
$13K ﹤0.01%
89
-10
1304
$13K ﹤0.01%
893
1305
$13K ﹤0.01%
200
1306
$13K ﹤0.01%
116
1307
$13K ﹤0.01%
511
1308
$12K ﹤0.01%
179
1309
$12K ﹤0.01%
435
-100
1310
$12K ﹤0.01%
200
1311
$12K ﹤0.01%
107
1312
$12K ﹤0.01%
500
1313
$12K ﹤0.01%
59
1314
$12K ﹤0.01%
+109
1315
$12K ﹤0.01%
260
-34
1316
$12K ﹤0.01%
+300
1317
$12K ﹤0.01%
786
-295
1318
$12K ﹤0.01%
424
-5
1319
$12K ﹤0.01%
+32
1320
$12K ﹤0.01%
1,315
+1,000
1321
$12K ﹤0.01%
275
1322
$12K ﹤0.01%
695
1323
$11K ﹤0.01%
+350
1324
$11K ﹤0.01%
366
1325
$11K ﹤0.01%
+800