We are live on ! Find out more
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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15K ﹤0.01%
285
+123
727
$15K ﹤0.01%
300
728
$15K ﹤0.01%
+300
729
$15K ﹤0.01%
1,000
730
$15K ﹤0.01%
254
+54
731
$15K ﹤0.01%
254
-158
732
$15K ﹤0.01%
134
733
$15K ﹤0.01%
500
734
$14K ﹤0.01%
3,600
-3,200
735
$14K ﹤0.01%
300
736
$14K ﹤0.01%
306
-6
737
$14K ﹤0.01%
500
738
$14K ﹤0.01%
590
+500
739
$14K ﹤0.01%
1,300
740
$14K ﹤0.01%
781
+2
741
$14K ﹤0.01%
200
742
$14K ﹤0.01%
550
743
$14K ﹤0.01%
450
744
$14K ﹤0.01%
892
+5
745
$14K ﹤0.01%
307
746
$14K ﹤0.01%
1,000
747
$14K ﹤0.01%
150
748
$13K ﹤0.01%
+450
749
$13K ﹤0.01%
+197
750
$13K ﹤0.01%
562