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
1676
-5,000
1677
-11
1678
-29
1679
-9,800
1680
-456
1681
-17
1682
-24
1683
-19
1684
-1,085
1685
-5,186
1686
-1
1687
-59
1688
-3,618
1689
-1,000
1690
-700
1691
-203
1692
-1,000
1693
-4,000
1694
-210
1695
-17
1696
-190
1697
-36
1698
-920
1699
-891
1700
$0 ﹤0.01%
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