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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
1676
-2,500
1677
-1,000
1678
-440
1679
-500
1680
-28
1681
$0 ﹤0.01%
25
1682
-996
1683
-62
1684
-80
1685
-35
1686
-100
1687
-100
1688
-325
1689
-56
1690
-287
1691
-243
1692
-1,300
1693
-25
1694
-40
1695
-15
1696
-1,300
1697
-385
1698
-14
1699
-40
1700
-50