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
51
$3.02M 0.79%
25,818
+159
52
$2.95M 0.77%
17,551
+497
53
$2.94M 0.77%
43,551
+388
54
$2.9M 0.76%
9,474
+30
55
$2.87M 0.75%
51,200
-1,352
56
$2.72M 0.71%
17,155
+56
57
$2.52M 0.66%
6,340
+168
58
$2.49M 0.65%
47,822
+3,915
59
$2.47M 0.64%
18,413
-285
60
$2.47M 0.64%
45,909
-244
61
$2.42M 0.63%
6,926
-62
62
$2.41M 0.63%
26,103
+9,178
63
$2.3M 0.6%
107,343
+18,729
64
$2.3M 0.6%
5,546
-282
65
$2.2M 0.57%
21,784
+85
66
$2.19M 0.57%
58,816
+1,133
67
$2.19M 0.57%
13,372
-263
68
$2.04M 0.53%
43,763
+1,124
69
$2.03M 0.53%
3,571
+52
70
$2.01M 0.52%
15,132
+1,377
71
$1.96M 0.51%
11,237
-1,732
72
$1.85M 0.48%
9,797
+213
73
$1.83M 0.48%
11,850
+5,016
74
$1.82M 0.48%
53,288
-706
75
$1.78M 0.47%
31,848
-402
1 2
3
4 5