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
1401
$8K ﹤0.01%
83
1402
$8K ﹤0.01%
350
1403
$8K ﹤0.01%
288
1404
$8K ﹤0.01%
+201
1405
$8K ﹤0.01%
255
1406
$8K ﹤0.01%
72
1407
$8K ﹤0.01%
64
-715
1408
$8K ﹤0.01%
17
1409
$8K ﹤0.01%
+35
1410
$8K ﹤0.01%
29
-39
1411
$8K ﹤0.01%
900
1412
$8K ﹤0.01%
200
+100
1413
$8K ﹤0.01%
200
1414
$8K ﹤0.01%
94
1415
$8K ﹤0.01%
+100
1416
$8K ﹤0.01%
154
1417
$8K ﹤0.01%
250
1418
$8K ﹤0.01%
234
-290
1419
$8K ﹤0.01%
101
1420
$8K ﹤0.01%
302
1421
$8K ﹤0.01%
300
+100
1422
$8K ﹤0.01%
+400
1423
$8K ﹤0.01%
513
-904
1424
$8K ﹤0.01%
250
1425
$8K ﹤0.01%
421