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
$374M
AUM Growth
-$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$2.52M
3
+$640K
4
BHP icon
BHP
BHP
+$631K
5
LYB icon
LyondellBasell Industries
LYB
+$625K

Top Sells

1
+$4.89M
2
+$3.86M
3
+$1.58M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$732K
5
KO icon
Coca-Cola
KO
+$718K

Sector Composition

1 Consumer Staples 21.15%
2 Technology 18.59%
3 Healthcare 16.16%
4 Industrials 9.76%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.98M 0.8%
21,028
+682
52
$2.82M 0.75%
50,730
-470
53
$2.69M 0.72%
13,294
-1,914
54
$2.51M 0.67%
16,226
+1,094
55
$2.48M 0.66%
43,916
+153
56
$2.46M 0.66%
13,161
-211
57
$2.38M 0.64%
26,155
+337
58
$2.29M 0.61%
13,812
-3,739
59
$2.28M 0.61%
16,719
-436
60
$2.28M 0.61%
61,709
+2,893
61
$2.19M 0.58%
48,817
+995
62
$2.13M 0.57%
46,711
+802
63
$2.05M 0.55%
3,567
-4
64
$2.01M 0.54%
5,552
-788
65
$1.92M 0.51%
6,865
-61
66
$1.9M 0.51%
6,837
-2,637
67
$1.88M 0.5%
18,202
-211
68
$1.82M 0.49%
52,026
-1,262
69
$1.81M 0.48%
22,292
+508
70
$1.8M 0.48%
13,091
+1,241
71
$1.76M 0.47%
31,808
-40
72
$1.76M 0.47%
92,837
+969
73
$1.67M 0.45%
5,590
+44
74
$1.66M 0.44%
15,452
+400
75
$1.66M 0.44%
6,201
-23
1 2
3
4 5