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
$983M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,716
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.27%
2 Healthcare 5.57%
3 Industrials 5.45%
4 Consumer Staples 4.68%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
-200
1627
-962
1628
-420
1629
-100
1630
-45
1631
-200
1632
-110
1633
-400
1634
-100
1635
-82
1636
-100
1637
$0 ﹤0.01%
3
1638
-200
1639
-150
1640
-350
1641
-100
1642
$0 ﹤0.01%
1
1643
0
1644
$0 ﹤0.01%
50
1645
-300
1646
-12,383
1647
$0 ﹤0.01%
20
1648
-500
1649
-100
1650
-400