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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
$2.23B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 5.28%
3 Financials 4.38%
4 Industrials 4.26%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$0 ﹤0.01%
6
1927
-585
1928
$0 ﹤0.01%
20
1929
$0 ﹤0.01%
200
1930
$0 ﹤0.01%
50
1931
-44
1932
-3,048
1933
-20
1934
-192
1935
-50
1936
-64
1937
-109
1938
-500
1939
-172
1940
$0 ﹤0.01%
41
1941
-65
1942
-105
1943
$0 ﹤0.01%
+24
1944
-606