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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$9K ﹤0.01%
187
1402
$9K ﹤0.01%
120
1403
$9K ﹤0.01%
221
1404
$9K ﹤0.01%
172
1405
$9K ﹤0.01%
128
1406
$9K ﹤0.01%
382
-778
1407
$9K ﹤0.01%
71
1408
$9K ﹤0.01%
+125
1409
$9K ﹤0.01%
+100
1410
$9K ﹤0.01%
578
1411
$9K ﹤0.01%
246
+34
1412
$9K ﹤0.01%
35
1413
$9K ﹤0.01%
1,000
1414
$9K ﹤0.01%
125
1415
$9K ﹤0.01%
392
1416
$9K ﹤0.01%
125
+25
1417
$9K ﹤0.01%
250
1418
$9K ﹤0.01%
94
1419
$8K ﹤0.01%
133
1420
$8K ﹤0.01%
400
1421
$8K ﹤0.01%
184
1422
$8K ﹤0.01%
70
+20
1423
$8K ﹤0.01%
100
1424
$8K ﹤0.01%
14
+6
1425
$8K ﹤0.01%
13