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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
1751
-1,085
1752
-5,186
1753
-1
1754
-59
1755
-3,618
1756
-1,000
1757
-135
1758
-8,165
1759
-1,000
1760
-4,000
1761
-210
1762
-190
1763
-36
1764
-920
1765
-203
1766
-138
1767
-23
1768
-1,344
1769
-4,000
1770
-1,168
1771
-515