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
1301
$0 ﹤0.01%
+4
1302
-100
1303
$0 ﹤0.01%
+12
1304
$0 ﹤0.01%
10
1305
$0 ﹤0.01%
+22
1306
$0 ﹤0.01%
+2
1307
$0 ﹤0.01%
40
1308
-500
1309
$0 ﹤0.01%
+3
1310
$0 ﹤0.01%
3
1311
-150
1312
-700
1313
$0 ﹤0.01%
+5
1314
$0 ﹤0.01%
+5
1315
$0 ﹤0.01%
6
1316
$0 ﹤0.01%
+6
1317
-2,500
1318
-1,300
1319
$0 ﹤0.01%
4