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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
$1.86B
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
-2,852
1677
-100
1678
-300
1679
-17
1680
-21,874
1681
-10
1682
-891
1683
-17
1684
-7
1685
-207
1686
-55,944
1687
-101
1688
-230
1689
-11
1690
-74
1691
-788
1692
-200
1693
-2,388
1694
-38
1695
-50
1696
$0 ﹤0.01%
2
1697
-4
1698
-100
1699
-625
1700
$0 ﹤0.01%
50