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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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
-19
1752
-624
1753
-961
1754
-33
1755
$0 ﹤0.01%
1
1756
-530
1757
$0 ﹤0.01%
50
1758
-185
1759
-550
1760
-810
1761
-452
1762
-652
1763
-400
1764
-1,296
1765
-33
1766
-10
1767
-367
1768
$0 ﹤0.01%
12
1769
-100
1770
-310
1771
-150
1772
-103
1773
-3,792
1774
-1,020
1775
-40