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
$1.86B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.03%
2 Healthcare 5.24%
3 Industrials 4.53%
4 Consumer Discretionary 4.47%
5 Financials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$1K ﹤0.01%
6
1652
$1K ﹤0.01%
+50
1653
$1K ﹤0.01%
13
1654
$1K ﹤0.01%
58
1655
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23
1656
$1K ﹤0.01%
6
1657
$1K ﹤0.01%
50
1658
$1K ﹤0.01%
90
1659
$1K ﹤0.01%
+20
1660
$1K ﹤0.01%
+60
1661
$1K ﹤0.01%
+100
1662
0
1663
$1K ﹤0.01%
+10
1664
$1K ﹤0.01%
23
1665
$1K ﹤0.01%
+14
1666
-400
1667
-90
1668
-4
1669
$0 ﹤0.01%
6
1670
$0 ﹤0.01%
+1
1671
-84
1672
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1673
-2,852
1674
-100
1675
-300