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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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.08%
2 Technology 5.58%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$1K ﹤0.01%
63
1477
$1K ﹤0.01%
19
1478
$1K ﹤0.01%
100
-400
1479
$1K ﹤0.01%
+150
1480
$1K ﹤0.01%
25
1481
$1K ﹤0.01%
111
-584
1482
$1K ﹤0.01%
2,700
1483
$1K ﹤0.01%
99
1484
$1K ﹤0.01%
510
1485
$1K ﹤0.01%
57
1486
0
1487
$0 ﹤0.01%
+2
1488
-1,000
1489
0
1490
0
1491
$0 ﹤0.01%
6
1492
-1,000
1493
-262
1494
-7,000
1495
-800
1496
-47
1497
-220
1498
0
1499
0
1500
0