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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
1876
-29
1877
-59
1878
-32
1879
$0 ﹤0.01%
1
1880
-89
1881
-71
1882
-46
1883
-6,619
1884
-1,000
1885
$0 ﹤0.01%
100
1886
-10
1887
-1
1888
-500
1889
-115
1890
-424
1891
-4,138
1892
-298
1893
-232
1894
-292
1895
-105
1896
-6,900
1897
-70,015
1898
$0 ﹤0.01%
2
1899
-14
1900
-200