BFA

Benedict Financial Advisors Portfolio holdings

AUM $441M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.08M
3
+$960K
4
LYB icon
LyondellBasell Industries
LYB
+$847K
5
DIS icon
Walt Disney
DIS
+$777K

Top Sells

1
+$7.43M
2
+$2.66M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$966K
5
T icon
AT&T
T
+$881K

Sector Composition

1 Consumer Staples 20.71%
2 Technology 19.76%
3 Healthcare 14.94%
4 Industrials 9.68%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 1.17%
31,844
-239
27
$4.41M 1.15%
56,077
-915
28
$4.34M 1.13%
17,708
-152
29
$4.27M 1.11%
22,082
+64
30
$4.25M 1.11%
87,039
-102
31
$4.21M 1.1%
40,148
+1,953
32
$4.16M 1.08%
8,968
-181
33
$4.12M 1.07%
22,683
-492
34
$4.04M 1.05%
29,818
+7,985
35
$4M 1.04%
27,994
+267
36
$4M 1.04%
74,525
+31
37
$3.94M 1.03%
63,171
+3,211
38
$3.93M 1.03%
15,208
-248
39
$3.91M 1.02%
22,754
-523
40
$3.86M 1.01%
38,334
-5,258
41
$3.8M 0.99%
17,538
-294
42
$3.8M 0.99%
22,780
-60
43
$3.74M 0.97%
10,517
+508
44
$3.6M 0.94%
20,346
+95
45
$3.4M 0.89%
67,011
+2,983
46
$3.39M 0.88%
23,420
-200
47
$3.38M 0.88%
36,364
+122
48
$3.35M 0.87%
28,563
-93
49
$3.15M 0.82%
18,124
-215
50
$3.04M 0.79%
63,117
-1,092
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