BFA
Benedict Financial Advisors Portfolio holdings
AUM
$441M
This Quarter Return
+6.34%
1 Year Return
+15.61%
3 Year Return
+44.68%
5 Year Return
+83.91%
10 Year Return
+209.1%
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$5.29M |
| 2 |
Johnson & Johnson
JNJ
|
$4.96M |
| 3 |
Intel
INTC
|
$4.84M |
| 4 |
Walmart
WMT
|
$4.76M |
| 5 |
Altria Group
MO
|
$4.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 27.37% |
| 2 | Healthcare | 17.97% |
| 3 | Technology | 16.18% |
| 4 | Industrials | 9.88% |
| 5 | Financials | 5.98% |
