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
-90
1677
-4
1678
$0 ﹤0.01%
6
1679
$0 ﹤0.01%
+1
1680
-84
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-2,852
1683
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1684
-300
1685
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1686
-21,874
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-10
1688
-7
1689
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1690
-55,944
1691
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1692
-230
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1694
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1695
-1,344
1696
-4,000
1697
-74
1698
-788
1699
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1700
-2,388