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
$195M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$420K
3
+$239K
4
TRP icon
TC Energy
TRP
+$152K
5
SYK icon
Stryker
SYK
+$107K

Top Sells

1
+$312K
2
+$272K
3
+$159K
4
MCD icon
McDonald's
MCD
+$147K
5
ABT icon
Abbott
ABT
+$146K

Sector Composition

1 Consumer Staples 23.99%
2 Healthcare 17.76%
3 Technology 15.84%
4 Industrials 13.78%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.65%
21,561
-734
52
$1.26M 0.65%
7,070
+32
53
$1.25M 0.64%
21,520
-386
54
$1.24M 0.64%
25,116
+3,076
55
$1.22M 0.62%
8,698
+50
56
$1.2M 0.62%
20,032
-314
57
$1.16M 0.59%
40,276
-280
58
$1.15M 0.59%
+35,702
59
$1.05M 0.54%
18,322
+110
60
$1.03M 0.53%
6,307
-177
61
$1.01M 0.52%
10,157
+1,064
62
$993K 0.51%
6,575
+520
63
$973K 0.5%
10,169
+29
64
$935K 0.48%
10,339
+179
65
$934K 0.48%
16,291
-122
66
$933K 0.48%
6,845
-388
67
$869K 0.45%
16,920
-15
68
$865K 0.44%
23,604
+68
69
$848K 0.44%
17,249
-649
70
$769K 0.39%
16,848
+132
71
$762K 0.39%
10,009
+324
72
$643K 0.33%
9,080
-113
73
$642K 0.33%
6,771
-628
74
$579K 0.3%
4,992
-519
75
$556K 0.29%
26,180
+2,313
1 2
3
4 5