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
$297M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 7.8%
2 Consumer Staples 6.36%
3 Energy 5.42%
4 Healthcare 5.28%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$1K ﹤0.01%
200
927
$1K ﹤0.01%
14
-3
928
$1K ﹤0.01%
+31
929
$1K ﹤0.01%
668
930
-1,000
931
-18
932
-500
933
$0 ﹤0.01%
30
934
-1,298
935
-118
936
-323
937
-145
938
-300
939
-200
940
-200
941
0
942
0
943
-296
944
0
945
$0 ﹤0.01%
20
-105
946
0
947
0
948
-1,641
949
-108
950
$0 ﹤0.01%
2