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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
1851
-35
1852
-89
1853
-4,987
1854
-120
1855
$0 ﹤0.01%
100
1856
$0 ﹤0.01%
25
1857
-37
1858
-246
1859
-79
1860
-1,500
1861
$0 ﹤0.01%
+1
1862
-150
1863
$0 ﹤0.01%
5
1864
-3,816
1865
-281
1866
-83
1867
-1,132
1868
0
1869
-47
1870
-563
1871
-224,968
1872
-1,342
1873
-17
1874
-42
1875
-55