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
1351
$10K ﹤0.01%
337
1352
$10K ﹤0.01%
128
-170
1353
$10K ﹤0.01%
100
1354
$10K ﹤0.01%
2,591
-6,774
1355
$10K ﹤0.01%
28
1356
$10K ﹤0.01%
818
1357
$10K ﹤0.01%
380
+2
1358
$10K ﹤0.01%
500
1359
$10K ﹤0.01%
350
1360
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+800
1361
$10K ﹤0.01%
175
1362
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94
-80
1363
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255
1364
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300
1365
$10K ﹤0.01%
159
-555
1366
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9
-8
1367
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675
1368
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200
1369
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283
1370
$10K ﹤0.01%
235
1371
$10K ﹤0.01%
+200
1372
$10K ﹤0.01%
567
+267
1373
$10K ﹤0.01%
100
1374
$10K ﹤0.01%
600
1375
$10K ﹤0.01%
200