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
1426
$8K ﹤0.01%
+100
1427
$8K ﹤0.01%
900
1428
$7K ﹤0.01%
16
1429
$7K ﹤0.01%
+300
1430
$7K ﹤0.01%
202
+2
1431
$7K ﹤0.01%
286
1432
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200
1433
$7K ﹤0.01%
1,500
1434
$7K ﹤0.01%
506
1435
$7K ﹤0.01%
120
1436
$7K ﹤0.01%
+375
1437
$7K ﹤0.01%
400
-1,800
1438
$7K ﹤0.01%
150
1439
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100
1440
$7K ﹤0.01%
+115
1441
$7K ﹤0.01%
100
1442
$7K ﹤0.01%
+101
1443
$7K ﹤0.01%
100
1444
$7K ﹤0.01%
295
1445
$7K ﹤0.01%
+116
1446
$7K ﹤0.01%
280
1447
$7K ﹤0.01%
276
1448
$7K ﹤0.01%
+600
1449
$7K ﹤0.01%
16
1450
$7K ﹤0.01%
128