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
$1.99B
AUM Growth
-$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,938
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.51%
2 Healthcare 5.22%
3 Financials 4.13%
4 Consumer Discretionary 4.12%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
-3,800
1877
-32
1878
-210
1879
-609
1880
$0 ﹤0.01%
1
1881
-10
1882
-1,085
1883
-11,500
1884
-2,461
1885
-86
1886
$0 ﹤0.01%
5
-5
1887
-59
1888
-1
1889
-1,350
1890
$0 ﹤0.01%
6
1891
$0 ﹤0.01%
200
1892
-135
1893
-157
1894
$0 ﹤0.01%
6
1895
$0 ﹤0.01%
8
1896
-145
1897
-100
1898
-200
1899
-200
1900
$0 ﹤0.01%
100