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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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
-2,561
1602
-253
1603
-7
1604
-93
1605
-200
1606
-320
1607
-3,980
1608
-400
1609
-1,012
1610
-24
1611
-1,614
1612
-450
1613
-740
1614
$0 ﹤0.01%
1
1615
-56,769
1616
-220
1617
-2,291
1618
-320
1619
-1,858
1620
-129
1621
-1,621
1622
-2,650
1623
-319
1624
-175
1625
-500