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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
1776
-10
1777
-77
1778
-1,531
1779
-250
1780
-599
1781
-200
1782
-2,000
1783
-5,200
1784
-442
1785
-283
1786
-254
1787
-10,000
1788
-279
1789
-31
1790
-94
1791
-56
1792
-1,196
1793
-200
1794
-150
1795
0