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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,817
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.35%
2 Healthcare 5.67%
3 Consumer Discretionary 4.97%
4 Industrials 4.94%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$6K ﹤0.01%
283
1402
$6K ﹤0.01%
100
1403
$6K ﹤0.01%
400
1404
$6K ﹤0.01%
500
1405
$6K ﹤0.01%
106
1406
$5K ﹤0.01%
5,000
1407
$5K ﹤0.01%
140
1408
$5K ﹤0.01%
150
1409
$5K ﹤0.01%
+215
1410
$5K ﹤0.01%
129
1411
$5K ﹤0.01%
613
1412
$5K ﹤0.01%
300
1413
$5K ﹤0.01%
300
1414
$5K ﹤0.01%
100
1415
$5K ﹤0.01%
1,500
-400
1416
$5K ﹤0.01%
106
+3
1417
$5K ﹤0.01%
83
1418
$5K ﹤0.01%
1,300
1419
$5K ﹤0.01%
503
1420
$5K ﹤0.01%
+138
1421
$5K ﹤0.01%
+250
1422
$5K ﹤0.01%
106
+47
1423
$5K ﹤0.01%
230
1424
$5K ﹤0.01%
166
1425
$5K ﹤0.01%
255
-666