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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.96M
3
+$4.84M
4
WMT icon
Walmart
WMT
+$4.76M
5
MO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.23%
+15,463
77
$329K 0.22%
+22,386
78
$322K 0.21%
+4,047
79
$318K 0.21%
+8,493
80
$313K 0.2%
+6,409
81
$309K 0.2%
+3,636
82
$308K 0.2%
+8,254
83
$300K 0.2%
+6,754
84
$299K 0.2%
+2,541
85
$291K 0.19%
+6,726
86
$263K 0.17%
+7,989
87
$260K 0.17%
+4,898
88
$246K 0.16%
+19,444
89
$245K 0.16%
+3,970
90
$242K 0.16%
+7,076
91
$241K 0.16%
+16,798
92
$237K 0.16%
+9,785
93
$236K 0.15%
+4,626
94
$236K 0.15%
+2,367
95
$219K 0.14%
+15,330
96
$202K 0.13%
+1,871
97
$146K 0.1%
+11,950
98
$100K 0.07%
+3,008
1 2 3
4