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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
$983M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,716
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.27%
2 Healthcare 5.57%
3 Industrials 5.45%
4 Consumer Staples 4.68%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
-534
1652
-600
1653
-200
1654
-250
1655
-144,350
1656
-1,107
1657
-590
1658
$0 ﹤0.01%
3
1659
-38
1660
-100
1661
-124
1662
-46
1663
-2,000
1664
-400
1665
-295
1666
-65
1667
-1,223
1668
-73
1669
-23
1670
$0 ﹤0.01%
20
+12
1671
-288
1672
-1,000
1673
-100
1674
-20
1675
0