BFA

Benedict Financial Advisors Portfolio holdings

AUM $461M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$556K
3
+$452K
4
SBUX icon
Starbucks
SBUX
+$377K
5
BMY icon
Bristol-Myers Squibb
BMY
+$347K

Top Sells

1
+$366K
2
+$286K
3
+$261K
4
ABB
ABB Ltd
ABB
+$189K
5
PBCT
People's United Financial Inc
PBCT
+$182K

Sector Composition

1 Consumer Staples 23.46%
2 Technology 17.76%
3 Healthcare 16.62%
4 Industrials 10.74%
5 Financials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.7%
36,775
+7,650
52
$1.52M 0.64%
35,562
-682
53
$1.5M 0.63%
22,486
-57
54
$1.5M 0.63%
7,213
+319
55
$1.49M 0.62%
10,307
+151
56
$1.44M 0.6%
19,023
+417
57
$1.44M 0.6%
15,751
-1,660
58
$1.43M 0.6%
17,040
+4,498
59
$1.4M 0.58%
58,503
+48
60
$1.37M 0.57%
22,064
+112
61
$1.34M 0.56%
15,736
-540
62
$1.27M 0.53%
10,254
+11
63
$1.25M 0.52%
20,997
+592
64
$1.24M 0.52%
24,172
-28
65
$1.24M 0.52%
20,390
+211
66
$1.23M 0.51%
14,326
+309
67
$1.19M 0.5%
8,217
+74
68
$1.17M 0.49%
19,212
+138
69
$1.12M 0.47%
18,393
+166
70
$1.12M 0.47%
8,042
+737
71
$1.1M 0.46%
6,716
+20
72
$1.08M 0.45%
5,260
+25
73
$1.06M 0.44%
32,041
+3,184
74
$1M 0.42%
9,682
+18
75
$969K 0.4%
46,430
+6,262
1 2
3
4 5