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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
1376
$3K ﹤0.01%
180
1377
$3K ﹤0.01%
+50
1378
$3K ﹤0.01%
288
1379
$3K ﹤0.01%
167
+1
1380
$3K ﹤0.01%
+250
1381
$3K ﹤0.01%
100
1382
$3K ﹤0.01%
+38
1383
$3K ﹤0.01%
47
1384
$3K ﹤0.01%
50
-5
1385
$3K ﹤0.01%
62
1386
$3K ﹤0.01%
55
1387
$3K ﹤0.01%
500
1388
$3K ﹤0.01%
90
1389
$3K ﹤0.01%
305
1390
$3K ﹤0.01%
130
1391
$3K ﹤0.01%
137
1392
$3K ﹤0.01%
735
1393
$3K ﹤0.01%
77
1394
$3K ﹤0.01%
38
1395
$3K ﹤0.01%
100
1396
$3K ﹤0.01%
70
1397
$3K ﹤0.01%
8,500
1398
$2K ﹤0.01%
50
1399
$2K ﹤0.01%
+85
1400
$2K ﹤0.01%
11