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
1376
$6K ﹤0.01%
260
1377
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200
1378
$6K ﹤0.01%
+195
1379
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200
1380
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427
1381
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1,250
1382
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496
1383
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224
1384
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250
1385
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70
1386
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100
-80
1387
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94
1388
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125
1389
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433
1390
$6K ﹤0.01%
1,091
1391
$6K ﹤0.01%
321
1392
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250
1393
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300
-200
1394
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75
1395
$5K ﹤0.01%
667
1396
$5K ﹤0.01%
17
1397
$5K ﹤0.01%
212
1398
$5K ﹤0.01%
50
1399
$5K ﹤0.01%
100
1400
$5K ﹤0.01%
+74