BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.65%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$11K ﹤0.01%
+80
1377
$11K ﹤0.01%
475
1378
$11K ﹤0.01%
209
-388
1379
$11K ﹤0.01%
106
1380
$11K ﹤0.01%
373
+60
1381
$11K ﹤0.01%
200
1382
$11K ﹤0.01%
700
-1,424
1383
$11K ﹤0.01%
+112
1384
$11K ﹤0.01%
1,000
1385
$11K ﹤0.01%
350
-500
1386
$11K ﹤0.01%
460
1387
$11K ﹤0.01%
302
+2
1388
$11K ﹤0.01%
345
1389
$11K ﹤0.01%
81
+5
1390
$11K ﹤0.01%
+216
1391
$11K ﹤0.01%
+119
1392
$11K ﹤0.01%
130
+26
1393
$11K ﹤0.01%
150
1394
$11K ﹤0.01%
1,505
1395
$11K ﹤0.01%
360
1396
$11K ﹤0.01%
730
1397
$11K ﹤0.01%
695
1398
$11K ﹤0.01%
4,500
1399
$11K ﹤0.01%
450
1400
$11K ﹤0.01%
150
-150