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
1701
-600
1702
-380
1703
-400
1704
-90
1705
-4
1706
$0 ﹤0.01%
6
1707
$0 ﹤0.01%
+1
1708
-336
1709
-200
1710
-2,852
1711
-100
1712
-300
1713
-17
1714
-21,874
1715
-10
1716
-7
1717
-207
1718
-55,944
1719
-101
1720
-230
1721
-11
1722
-23
1723
-1,344
1724
-4,000
1725
-74