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
$2.23B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 5.28%
3 Financials 4.38%
4 Industrials 4.26%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$6K ﹤0.01%
108
1527
$6K ﹤0.01%
200
1528
$6K ﹤0.01%
193
1529
$6K ﹤0.01%
+200
1530
$6K ﹤0.01%
100
1531
$6K ﹤0.01%
+215
1532
$6K ﹤0.01%
+100
1533
$6K ﹤0.01%
359
-4
1534
$6K ﹤0.01%
152
1535
$6K ﹤0.01%
1,000
1536
$6K ﹤0.01%
200
1537
$6K ﹤0.01%
322
+6
1538
$6K ﹤0.01%
650
1539
$6K ﹤0.01%
80
1540
$6K ﹤0.01%
+75
1541
$6K ﹤0.01%
128
1542
$6K ﹤0.01%
100
1543
$6K ﹤0.01%
200
1544
$6K ﹤0.01%
302
1545
$6K ﹤0.01%
85
1546
$6K ﹤0.01%
+237
1547
$6K ﹤0.01%
700
+200
1548
$5K ﹤0.01%
150
1549
$5K ﹤0.01%
54
1550
$5K ﹤0.01%
128