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
$1.1B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,822
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.09%
2 Industrials 5.39%
3 Healthcare 5.35%
4 Consumer Staples 4.35%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$0 ﹤0.01%
20
1777
-60
1778
$0 ﹤0.01%
+11
1779
$0 ﹤0.01%
50
1780
$0 ﹤0.01%
40
-23
1781
-10,983
1782
-71
1783
-69,880
1784
-90
1785
-477
1786
-120
1787
-2,450
1788
$0 ﹤0.01%
+5
1789
-132
1790
$0 ﹤0.01%
154
1791
$0 ﹤0.01%
572
1792
-19
1793
$0 ﹤0.01%
6
1794
-50
1795
-6
1796
-800
1797
-1,367
1798
-150
1799
-80
1800
-350