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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
1926
-489
1927
$0 ﹤0.01%
8
1928
$0 ﹤0.01%
5
1929
-1
1930
-6
1931
$0 ﹤0.01%
20
1932
-91
1933
-200
1934
-232
1935
-494
1936
$0 ﹤0.01%
50
1937
-1,472
1938
$0 ﹤0.01%
+1,000
1939
-4,760
1940
-44,555
1941
-10,000
1942
-1,780
1943
-410
1944
-5
1945
-8
1946
$0 ﹤0.01%
59,053
1947
-460
1948
-331
1949
-16,847