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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
1701
$0 ﹤0.01%
19
1702
$0 ﹤0.01%
4
1703
-1,114
1704
-4,288
1705
-310
1706
$0 ﹤0.01%
1
1707
$0 ﹤0.01%
50
1708
-303
1709
-2,526
1710
-700
1711
-3
1712
-1,000
1713
-85
1714
$0 ﹤0.01%
15
-427
1715
-12
1716
-194
1717
-280
1718
$0 ﹤0.01%
+6
1719
-23
1720
-53
1721
-736
1722
-7,630
1723
-9
1724
-1,769
1725
-5,000