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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
0
1602
-2,025
1603
-8,000
1604
-3,000
1605
-100
1606
-713
1607
-200
1608
-300
1609
-700
1610
-275
1611
-328
1612
-866
1613
-426
1614
-1,274
1615
$0 ﹤0.01%
+1
1616
$0 ﹤0.01%
14
1617
-791
1618
-541
1619
-1
1620
-8,718
1621
-7,000
1622
-502
1623
$0 ﹤0.01%
+126
1624
-100
1625
-23,342