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
$502M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.08%
2 Healthcare 6.05%
3 Consumer Staples 5.44%
4 Technology 5.05%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5K ﹤0.01%
100
1027
$5K ﹤0.01%
100
1028
$5K ﹤0.01%
300
1029
$5K ﹤0.01%
+200
1030
$5K ﹤0.01%
+50
1031
$5K ﹤0.01%
100
-287
1032
$5K ﹤0.01%
200
1033
$5K ﹤0.01%
241
1034
$5K ﹤0.01%
129
+1
1035
$5K ﹤0.01%
+220
1036
$5K ﹤0.01%
200
-172
1037
$5K ﹤0.01%
84
1038
$5K ﹤0.01%
100
1039
$5K ﹤0.01%
369
1040
$5K ﹤0.01%
377
-535
1041
$5K ﹤0.01%
295
1042
$5K ﹤0.01%
20
+7
1043
$5K ﹤0.01%
150
1044
$4K ﹤0.01%
333
1045
$4K ﹤0.01%
78
1046
$4K ﹤0.01%
100
1047
$4K ﹤0.01%
100
1048
$4K ﹤0.01%
+475
1049
$4K ﹤0.01%
400
1050
$4K ﹤0.01%
100