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
$346M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$851K
3
+$768K
4
UBER icon
Uber
UBER
+$530K
5
FANG icon
Diamondback Energy
FANG
+$320K

Top Sells

1
+$1.28M
2
+$565K
3
+$494K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$463K
5
AAPL icon
Apple
AAPL
+$435K

Sector Composition

1 Consumer Staples 20.01%
2 Technology 17.96%
3 Healthcare 17.83%
4 Financials 11.55%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.72%
50,406
+183
52
$2.47M 0.72%
18,911
+222
53
$2.44M 0.71%
26,587
+567
54
$2.4M 0.69%
11,567
+53
55
$2.39M 0.69%
12,084
+118
56
$2.35M 0.68%
18,452
+16
57
$2.27M 0.66%
20,574
-6
58
$2.25M 0.65%
3,980
-6
59
$2.2M 0.63%
32,308
-238
60
$2.19M 0.63%
18,123
-57
61
$2.19M 0.63%
23,116
-41
62
$2.1M 0.61%
14,467
-4
63
$2.06M 0.59%
17,957
-129
64
$2M 0.58%
13,429
+59
65
$1.97M 0.57%
12,407
+259
66
$1.92M 0.55%
6,703
-116
67
$1.87M 0.54%
112,591
+2,868
68
$1.81M 0.52%
6,006
+75
69
$1.81M 0.52%
48,494
-12
70
$1.77M 0.51%
51,339
+361
71
$1.76M 0.51%
17,300
-226
72
$1.72M 0.5%
+17,683
73
$1.66M 0.48%
15,119
+867
74
$1.66M 0.48%
4,627
-36
75
$1.65M 0.48%
6,033
+20
1 2
3
4 5