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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.08%
2 Technology 5.58%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$2K ﹤0.01%
20
-10
1427
$2K ﹤0.01%
40
1428
$2K ﹤0.01%
100
-200
1429
$2K ﹤0.01%
200
+100
1430
$2K ﹤0.01%
665
1431
$2K ﹤0.01%
52
+1
1432
$2K ﹤0.01%
29
1433
$2K ﹤0.01%
138
1434
$2K ﹤0.01%
100
1435
$2K ﹤0.01%
41
1436
$2K ﹤0.01%
665
1437
$2K ﹤0.01%
+500
1438
$2K ﹤0.01%
+39
1439
$2K ﹤0.01%
58
1440
$2K ﹤0.01%
26
1441
$2K ﹤0.01%
+100
1442
$2K ﹤0.01%
+17
1443
$2K ﹤0.01%
+100
1444
$1K ﹤0.01%
+15
1445
$1K ﹤0.01%
+20
1446
$1K ﹤0.01%
63
-1,100
1447
$1K ﹤0.01%
3,000
-1,582
1448
$1K ﹤0.01%
112
1449
$1K ﹤0.01%
25
1450
$1K ﹤0.01%
14