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
1401
$11K ﹤0.01%
450
1402
$10K ﹤0.01%
500
1403
$10K ﹤0.01%
109
-158
1404
$10K ﹤0.01%
500
1405
$10K ﹤0.01%
57
-6
1406
$10K ﹤0.01%
+100
1407
$10K ﹤0.01%
2,200
-607
1408
$10K ﹤0.01%
260
1409
$10K ﹤0.01%
600
-75
1410
$10K ﹤0.01%
222
1411
$10K ﹤0.01%
+255
1412
$10K ﹤0.01%
600
1413
$10K ﹤0.01%
211
+29
1414
$10K ﹤0.01%
500
1415
$10K ﹤0.01%
669
1416
$10K ﹤0.01%
60
+17
1417
$10K ﹤0.01%
+20
1418
$10K ﹤0.01%
+700
1419
$10K ﹤0.01%
200
1420
$10K ﹤0.01%
+163
1421
$10K ﹤0.01%
+100
1422
$10K ﹤0.01%
+184
1423
$10K ﹤0.01%
315
1424
$10K ﹤0.01%
258
+102
1425
$10K ﹤0.01%
+517