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
1326
$11K ﹤0.01%
259
1327
$11K ﹤0.01%
400
1328
$11K ﹤0.01%
375
1329
$11K ﹤0.01%
1,406
-479
1330
$11K ﹤0.01%
+401
1331
$11K ﹤0.01%
341
1332
$11K ﹤0.01%
578
1333
$11K ﹤0.01%
+350
1334
$11K ﹤0.01%
366
1335
$11K ﹤0.01%
+800
1336
$11K ﹤0.01%
734
1337
$11K ﹤0.01%
400
1338
$11K ﹤0.01%
+100
1339
$11K ﹤0.01%
506
-75
1340
$11K ﹤0.01%
300
1341
$11K ﹤0.01%
+500
1342
$11K ﹤0.01%
164
+14
1343
$11K ﹤0.01%
245
-569
1344
$11K ﹤0.01%
+194
1345
$10K ﹤0.01%
675
1346
$10K ﹤0.01%
175
1347
$10K ﹤0.01%
+187
1348
$10K ﹤0.01%
1,000
1349
$10K ﹤0.01%
100
1350
$10K ﹤0.01%
2,591
-6,774