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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
1976
-31,510
1977
$0 ﹤0.01%
20
1978
$0 ﹤0.01%
49
-6
1979
-15
1980
-10,657
1981
$0 ﹤0.01%
20
1982
-429
1983
0
1984
-200
1985
$0 ﹤0.01%
50
1986
$0 ﹤0.01%
20
1987
-47
1988
-28
1989
-276
1990
-10
1991
-21
1992
-585
1993
-1,247
1994
-100
1995
$0 ﹤0.01%
50
1996
$0 ﹤0.01%
11
1997
$0 ﹤0.01%
40
1998
-5,909
1999
-400
2000
-38