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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
$2.39B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.04%
2 Healthcare 4.6%
3 Industrials 4.49%
4 Financials 3.96%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
-11
1777
-455
1778
-100
1779
-500
1780
-2,500
1781
-50
1782
-1
1783
-88
1784
$0 ﹤0.01%
4
1785
-31,016
1786
-268
1787
-2,981
1788
-100
1789
-234
1790
$0 ﹤0.01%
100
1791
-682
1792
-155
1793
$0 ﹤0.01%
17
1794
-128
1795
-72
1796
-8
1797
-225
1798
-23
1799
-100
1800
-16