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
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1 +$9.42M
2 +$7.88M
3 +$7.05M
4
NVDA icon
NVIDIA
NVDA
+$4.13M
5
CVX icon
Chevron
CVX
+$4.02M

Sector Composition

1 Technology 9.29%
2 Consumer Discretionary 5.19%
3 Healthcare 5.11%
4 Industrials 4.38%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$9K ﹤0.01%
394
+2
1402
$9K ﹤0.01%
94
1403
$9K ﹤0.01%
+311
1404
$9K ﹤0.01%
94
1405
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250
+52
1406
$9K ﹤0.01%
9
1407
$9K ﹤0.01%
3,000
1408
$9K ﹤0.01%
221
1409
$9K ﹤0.01%
440
1410
$9K ﹤0.01%
83
+48
1411
$9K ﹤0.01%
310
1412
$9K ﹤0.01%
+78
1413
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240
-10
1414
$9K ﹤0.01%
382
1415
$9K ﹤0.01%
71
1416
$9K ﹤0.01%
+336
1417
$9K ﹤0.01%
125
1418
$9K ﹤0.01%
80
1419
$9K ﹤0.01%
100
1420
$8K ﹤0.01%
+500
1421
$8K ﹤0.01%
187
1422
$8K ﹤0.01%
400
1423
$8K ﹤0.01%
225
1424
$8K ﹤0.01%
16
1425
$8K ﹤0.01%
100