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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
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.64%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$0 ﹤0.01%
150
1927
-1,706
1928
0
1929
-250
1930
-133
1931
-500
1932
-215
1933
-106
1934
-500
1935
-20
1936
$0 ﹤0.01%
3
1937
-75
1938
-1,523
1939
-218
1940
-52
1941
-55
1942
-75
1943
-383
1944
$0 ﹤0.01%
+25
1945
$0 ﹤0.01%
1
1946
-19,439
1947
-2
1948
$0 ﹤0.01%
20
1949
-220
1950
-67