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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
$1.1B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,822
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.09%
2 Industrials 5.39%
3 Healthcare 5.35%
4 Consumer Staples 4.35%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$0 ﹤0.01%
20
1702
-8,588
1703
0
1704
-228
1705
-124
1706
-400
1707
-1,284
1708
-400
1709
-1
1710
-43,295
1711
-14
1712
-263
1713
-475
1714
-1,750
1715
$0 ﹤0.01%
+2
1716
$0 ﹤0.01%
14
1717
-393
1718
-37
1719
-189
1720
-440
1721
$0 ﹤0.01%
+4
1722
-1,150
1723
-99
1724
-979
1725
-415