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
1401
$10K ﹤0.01%
500
1402
$10K ﹤0.01%
500
1403
$10K ﹤0.01%
138
-21
1404
$10K ﹤0.01%
315
1405
$10K ﹤0.01%
91
1406
$10K ﹤0.01%
300
1407
$10K ﹤0.01%
840
-32
1408
$10K ﹤0.01%
200
-108
1409
$10K ﹤0.01%
740
1410
$10K ﹤0.01%
975
1411
$10K ﹤0.01%
500
1412
$9K ﹤0.01%
255
1413
$9K ﹤0.01%
1,700
-700
1414
$9K ﹤0.01%
700
1415
$9K ﹤0.01%
450
1416
$9K ﹤0.01%
163
-191
1417
$9K ﹤0.01%
357
-1,142
1418
$9K ﹤0.01%
625
1419
$9K ﹤0.01%
35
1420
$9K ﹤0.01%
242
-97
1421
$9K ﹤0.01%
40
1422
$9K ﹤0.01%
309
+3
1423
$9K ﹤0.01%
340
1424
$9K ﹤0.01%
252
+1
1425
$9K ﹤0.01%
700