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
1751
-280
1752
$0 ﹤0.01%
+6
1753
-1,168
1754
-515
1755
-23
1756
-53
1757
-215
1758
$0 ﹤0.01%
20
1759
-9
1760
-22
1761
-2,380
1762
-101
1763
-1,000
1764
-175
1765
-8
1766
-400
1767
-1,222
1768
-1,000
1769
-73
1770
-135
1771
-8,165