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
1476
$6K ﹤0.01%
100
1477
$6K ﹤0.01%
+475
1478
$6K ﹤0.01%
+260
1479
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+180
1480
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104
1481
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+40
1482
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70
1483
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+365
1484
$6K ﹤0.01%
91
1485
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50
1486
$5K ﹤0.01%
19
1487
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96
1488
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232
1489
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250
1490
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295
1491
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167
+100
1492
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100
1493
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3
-1
1494
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35
1495
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200
1496
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30
1497
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77
1498
$5K ﹤0.01%
47
1499
$5K ﹤0.01%
108
-513
1500
$5K ﹤0.01%
63