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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
$2.39B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.04%
2 Healthcare 4.6%
3 Industrials 4.49%
4 Financials 3.96%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$5K ﹤0.01%
154
1527
$5K ﹤0.01%
300
1528
$5K ﹤0.01%
3,000
1529
$5K ﹤0.01%
125
+5
1530
$5K ﹤0.01%
200
1531
$5K ﹤0.01%
225
-400
1532
$5K ﹤0.01%
628
+31
1533
$5K ﹤0.01%
200
1534
$5K ﹤0.01%
38
+25
1535
$5K ﹤0.01%
229
-4,500
1536
$5K ﹤0.01%
200
1537
$5K ﹤0.01%
24
1538
$5K ﹤0.01%
300
1539
$5K ﹤0.01%
179
1540
$5K ﹤0.01%
200
1541
$5K ﹤0.01%
42
1542
$5K ﹤0.01%
237
-3,000
1543
$5K ﹤0.01%
100
1544
$5K ﹤0.01%
+54
1545
$5K ﹤0.01%
100
1546
$5K ﹤0.01%
+113
1547
$5K ﹤0.01%
100
1548
$5K ﹤0.01%
1,000
1549
$5K ﹤0.01%
150
1550
$5K ﹤0.01%
366