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
1376
$10K ﹤0.01%
+1,000
1377
$9K ﹤0.01%
200
-766
1378
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133
1379
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280
-40
1380
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+242
1381
$9K ﹤0.01%
613
1382
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83
1383
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+65
1384
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215
1385
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48
1386
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50
1387
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465
+2
1388
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68
-12
1389
$9K ﹤0.01%
146
1390
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125
1391
$9K ﹤0.01%
+750
1392
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391
1393
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104
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1394
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650
1395
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255
1396
$9K ﹤0.01%
+133
1397
$9K ﹤0.01%
100
1398
$9K ﹤0.01%
184
1399
$9K ﹤0.01%
45
1400
$8K ﹤0.01%
172