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
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.64%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$8K ﹤0.01%
+159
1502
$8K ﹤0.01%
465
1503
$8K ﹤0.01%
25
1504
$8K ﹤0.01%
186
1505
$8K ﹤0.01%
325
1506
$7K ﹤0.01%
202
1507
$7K ﹤0.01%
+400
1508
$7K ﹤0.01%
108
+54
1509
$7K ﹤0.01%
+35
1510
$7K ﹤0.01%
+388
1511
$7K ﹤0.01%
306
+3
1512
$7K ﹤0.01%
1,000
1513
$7K ﹤0.01%
+300
1514
$7K ﹤0.01%
+17
1515
$7K ﹤0.01%
344
+44
1516
$7K ﹤0.01%
+94
1517
$7K ﹤0.01%
+24
1518
$7K ﹤0.01%
260
1519
$7K ﹤0.01%
116
1520
$7K ﹤0.01%
107
1521
$7K ﹤0.01%
+169
1522
$7K ﹤0.01%
391
1523
$7K ﹤0.01%
370
1524
$7K ﹤0.01%
251
1525
$7K ﹤0.01%
+280