BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1K ﹤0.01%
25
1552
$1K ﹤0.01%
+92
1553
$1K ﹤0.01%
2,225
1554
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21
+1
1555
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21
1556
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57
1557
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9
1558
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100
1559
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2
1560
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40
1561
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56
1562
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28
1563
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50
1564
$1K ﹤0.01%
37
1565
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29
1566
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37
1567
$1K ﹤0.01%
350
1568
$1K ﹤0.01%
572
1569
$1K ﹤0.01%
19
1570
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50
1571
$1K ﹤0.01%
800
1572
$1K ﹤0.01%
100
1573
$1K ﹤0.01%
50
-50
1574
$1K ﹤0.01%
25
1575
-393