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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
1626
-1,937
1627
-1,450
1628
-138
1629
-3,531
1630
-525
1631
-300
1632
-106
1633
-1,596
1634
-82
1635
-4,342
1636
-2,109
1637
-680
1638
-22
1639
-2,047
1640
-10,000
1641
-139
1642
-250
1643
-64
1644
-215
1645
-34
1646
-160
1647
-37
1648
-1,285
1649
-600
1650
-1,667