BFA
Benedict Financial Advisors Portfolio holdings
AUM
$441M
This Quarter Return
+0.82%
1 Year Return
+15.61%
3 Year Return
+44.68%
5 Year Return
+83.91%
10 Year Return
+209.1%
AUM
$171M
AUM Growth
+$171M
(+0.36%)
Cap. Flow
+$923K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
29.39%
Holding
102
New
5
Increased
53
Reduced
39
Closed
4
Top Buys
| 1 |
Gilead Sciences
GILD
|
$733K |
| 2 |
Kroger
KR
|
$353K |
| 3 |
C.H. Robinson
CHRW
|
$311K |
| 4 |
Lockheed Martin
LMT
|
$298K |
| 5 |
Cencora
COR
|
$282K |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$843K |
| 2 |
CHL
China Mobile Limited
CHL
|
$426K |
| 3 |
Wells Fargo
WFC
|
$418K |
| 4 |
Sysco
SYY
|
$352K |
| 5 |
Novartis
NVS
|
$251K |
Sector Composition
| 1 | Consumer Staples | 27.04% |
| 2 | Healthcare | 17.55% |
| 3 | Technology | 15.84% |
| 4 | Industrials | 11.67% |
| 5 | Financials | 5.74% |
