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
$983M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,716
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.27%
2 Healthcare 5.57%
3 Industrials 5.45%
4 Consumer Staples 4.68%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$7K ﹤0.01%
427
1352
$7K ﹤0.01%
200
-500
1353
$7K ﹤0.01%
+156
1354
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+50
1355
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200
1356
$7K ﹤0.01%
200
1357
$7K ﹤0.01%
+508
1358
$6K ﹤0.01%
450
1359
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242
1360
$6K ﹤0.01%
200
1361
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250
1362
$6K ﹤0.01%
+400
1363
$6K ﹤0.01%
444
+11
1364
$6K ﹤0.01%
70
+30
1365
$6K ﹤0.01%
515
1366
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94
1367
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1369
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120
1370
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208
1371
$6K ﹤0.01%
101
1372
$6K ﹤0.01%
660
1373
$6K ﹤0.01%
96
+37
1374
$6K ﹤0.01%
117
1375
$6K ﹤0.01%
1,000
-750