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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$11K ﹤0.01%
+750
1377
$11K ﹤0.01%
1,265
1378
$11K ﹤0.01%
+360
1379
$11K ﹤0.01%
1,505
1380
$11K ﹤0.01%
695
1381
$11K ﹤0.01%
4,500
1382
$11K ﹤0.01%
450
1383
$11K ﹤0.01%
450
1384
$10K ﹤0.01%
136
-652
1385
$10K ﹤0.01%
600
1386
$10K ﹤0.01%
250
1387
$10K ﹤0.01%
24
1388
$10K ﹤0.01%
500
1389
$10K ﹤0.01%
669
1390
$10K ﹤0.01%
200
1391
$10K ﹤0.01%
775
-500
1392
$10K ﹤0.01%
330
-80
1393
$10K ﹤0.01%
600
1394
$10K ﹤0.01%
179
1395
$10K ﹤0.01%
168
-60
1396
$10K ﹤0.01%
106
1397
$10K ﹤0.01%
64
-15
1398
$10K ﹤0.01%
159
-46
1399
$10K ﹤0.01%
238
+100
1400
$10K ﹤0.01%
600