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
1526
$4K ﹤0.01%
300
1527
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65
1528
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53
1529
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150
1530
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59
1531
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+47
1532
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99
1533
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+148
1534
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26
-48
1535
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100
1536
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50
1537
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88
-1,741
1538
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251
1539
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35
1540
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80
1541
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500
1542
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+100
1543
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35
1544
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140
-64,795
1545
$4K ﹤0.01%
+100
1546
$4K ﹤0.01%
200
1547
$4K ﹤0.01%
125
1548
$4K ﹤0.01%
250
1549
$4K ﹤0.01%
186
1550
$4K ﹤0.01%
+343