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
751
$13K ﹤0.01%
750
-649
752
$13K ﹤0.01%
1,210
+500
753
$13K ﹤0.01%
+500
754
$13K ﹤0.01%
1,000
-1,000
755
$13K ﹤0.01%
1,250
756
$13K ﹤0.01%
600
757
$13K ﹤0.01%
269
758
$13K ﹤0.01%
900
+200
759
$13K ﹤0.01%
500
760
$13K ﹤0.01%
740
-500
761
$13K ﹤0.01%
518
762
$13K ﹤0.01%
4
763
$13K ﹤0.01%
699
764
$13K ﹤0.01%
534
-900
765
$12K ﹤0.01%
240
+37
766
$12K ﹤0.01%
+300
767
$12K ﹤0.01%
500
-500
768
$12K ﹤0.01%
420
769
$12K ﹤0.01%
884
+22
770
$12K ﹤0.01%
699
771
$12K ﹤0.01%
750
772
$12K ﹤0.01%
382
-111
773
$12K ﹤0.01%
655
-23
774
$12K ﹤0.01%
56
+20
775
$12K ﹤0.01%
200