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
$513M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.51%
2 Consumer Staples 6.39%
3 Industrials 6.19%
4 Technology 5.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-6
1152
-66
1153
-28,147
1154
-5,667
1155
-6,890
1156
-18,403
1157
-5,109
1158
-29,800
1159
-2,000
1160
-200
1161
-534
1162
-6,937
1163
-2,360
1164
0
1165
-38,769
1166
-150
1167
$0 ﹤0.01%
1,269
1168
-134
1169
-1,400
1170
-281
1171
-300
1172
-100
1173
-100
1174
-500
1175
0