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
$463M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,319
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$3.21M
3 +$2.98M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.85M

Sector Composition

1 Healthcare 6.36%
2 Consumer Staples 6.22%
3 Industrials 5.92%
4 Technology 4.91%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$0 ﹤0.01%
+1
1177
$0 ﹤0.01%
+3
1178
-2,000
1179
-325
1180
$0 ﹤0.01%
+3
1181
-200
1182
$0 ﹤0.01%
+1
1183
-675
1184
-990
1185
$0 ﹤0.01%
+6
1186
$0 ﹤0.01%
+1
1187
-31
1188
$0 ﹤0.01%
60
-7
1189
$0 ﹤0.01%
+12
1190
$0 ﹤0.01%
+18
1191
$0 ﹤0.01%
+2
1192
$0 ﹤0.01%
+1
1193
$0 ﹤0.01%
20
1194
$0 ﹤0.01%
+3
1195
-982
1196
-1,000
1197
-831
1198
-109
1199
-20,000
1200
$0 ﹤0.01%
+7