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
-23
1752
-53
1753
-736
1754
-7,630
1755
-9
1756
-1,769
1757
-5,000
1758
-11
1759
-29
1760
-1,000
1761
-19
1762
-1,085
1763
-5,186
1764
-1
1765
-59
1766
-3,618
1767
-1,000
1768
-920
1769
-135
1770
-8,165
1771
-891