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
$2.23B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 5.28%
3 Financials 4.38%
4 Industrials 4.26%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$0 ﹤0.01%
4
1902
$0 ﹤0.01%
8
1903
-23,256
1904
-440
1905
-500
1906
-29
1907
$0 ﹤0.01%
46
-64
1908
$0 ﹤0.01%
17
1909
$0 ﹤0.01%
2
1910
$0 ﹤0.01%
2
1911
$0 ﹤0.01%
6
1912
-2,500
1913
$0 ﹤0.01%
13
1914
-16,946
1915
-798
1916
$0 ﹤0.01%
6
1917
-600
1918
-2,835
1919
-24
1920
-4,446
1921
-3
1922
$0 ﹤0.01%
21
1923
-6
1924
$0 ﹤0.01%
5
1925
$0 ﹤0.01%
1