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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
1326
$4K ﹤0.01%
20
-10
1327
$4K ﹤0.01%
975
1328
$4K ﹤0.01%
31
1329
$4K ﹤0.01%
600
-810
1330
$4K ﹤0.01%
+172
1331
$4K ﹤0.01%
240
1332
$4K ﹤0.01%
245
-262
1333
$4K ﹤0.01%
284
+1
1334
$4K ﹤0.01%
100
1335
$4K ﹤0.01%
212
1336
$4K ﹤0.01%
+75
1337
$4K ﹤0.01%
+100
1338
$4K ﹤0.01%
116
1339
$4K ﹤0.01%
100
1340
$4K ﹤0.01%
60
-59
1341
$4K ﹤0.01%
280
1342
$3K ﹤0.01%
17
+3
1343
$3K ﹤0.01%
+50
1344
$3K ﹤0.01%
200
-100
1345
$3K ﹤0.01%
59
1346
$3K ﹤0.01%
58
1347
$3K ﹤0.01%
27
1348
$3K ﹤0.01%
+85
1349
$3K ﹤0.01%
+75
1350
$3K ﹤0.01%
65