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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
2001
-1,000
2002
-134
2003
-5
2004
$0 ﹤0.01%
1,400
2005
-300
2006
-600
2007
-150
2008
$0 ﹤0.01%
154
2009
-350
2010
-2,000
2011
-692
2012
-100
2013
$0 ﹤0.01%
572
2014
-1,000
2015
-6
2016
-2,000
2017
-31
2018
0
2019
-27