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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$8K ﹤0.01%
375
1327
$8K ﹤0.01%
387
+1
1328
$8K ﹤0.01%
175
1329
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250
1330
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460
1331
$8K ﹤0.01%
480
1332
$7K ﹤0.01%
196
-2
1333
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242
1334
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500
1335
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141
1336
$7K ﹤0.01%
+117
1337
$7K ﹤0.01%
260
1338
$7K ﹤0.01%
578
1339
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200
1340
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150
1341
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1342
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70
1343
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116
1344
$7K ﹤0.01%
130
+6
1345
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600
1346
$7K ﹤0.01%
219
+17
1347
$7K ﹤0.01%
200
1348
$7K ﹤0.01%
400
1349
$7K ﹤0.01%
200
1350
$7K ﹤0.01%
454
+10