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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
$964M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,818
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.58%
2 Technology 5.51%
3 Industrials 5.01%
4 Consumer Staples 4.49%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$5K ﹤0.01%
+335
1452
$5K ﹤0.01%
+648
1453
$5K ﹤0.01%
188
+9
1454
$5K ﹤0.01%
1,486
-2,500
1455
$5K ﹤0.01%
370
1456
$5K ﹤0.01%
100
1457
$5K ﹤0.01%
+69
1458
$5K ﹤0.01%
75
1459
$5K ﹤0.01%
200
1460
$5K ﹤0.01%
202
1461
$5K ﹤0.01%
+41
1462
$5K ﹤0.01%
+270
1463
$5K ﹤0.01%
+108
1464
$5K ﹤0.01%
+50
1465
$5K ﹤0.01%
480
+15
1466
$5K ﹤0.01%
15
1467
$5K ﹤0.01%
415
-918
1468
$5K ﹤0.01%
200
1469
$5K ﹤0.01%
+112
1470
$5K ﹤0.01%
212
1471
$5K ﹤0.01%
48
+28
1472
$5K ﹤0.01%
120
-276
1473
$5K ﹤0.01%
2,000
1474
$5K ﹤0.01%
200
-200
1475
$5K ﹤0.01%
+80