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
$184M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$420K
3
+$303K
4
LYB icon
LyondellBasell Industries
LYB
+$286K
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$214K

Top Sells

1
+$440K
2
+$273K
3
+$261K
4
PSX icon
Phillips 66
PSX
+$201K
5
MO icon
Altria Group
MO
+$178K

Sector Composition

1 Consumer Staples 25.65%
2 Healthcare 17.38%
3 Technology 15.92%
4 Industrials 12.76%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.28%
8,461
-812
77
$483K 0.26%
4,008
-74
78
$425K 0.23%
7,701
-4,951
79
$387K 0.21%
13,137
+1,054
80
$380K 0.21%
17,773
+3,268
81
$370K 0.2%
13,708
-570
82
$370K 0.2%
17,436
+3,871
83
$350K 0.19%
16,473
+2,338
84
$347K 0.19%
8,403
+49
85
$336K 0.18%
16,047
+139
86
$316K 0.17%
6,402
-28
87
$309K 0.17%
3,389
-547
88
$309K 0.17%
3,508
-653
89
$304K 0.17%
2,242
-95
90
$295K 0.16%
22,148
+114
91
$282K 0.15%
15,490
-4,810
92
$277K 0.15%
13,087
+2,269
93
$256K 0.14%
12,156
+2,321
94
$253K 0.14%
10,818
-2,610
95
$249K 0.14%
8,003
+5
96
$246K 0.13%
7,598
-833
97
$236K 0.13%
5,612
-792
98
$229K 0.12%
3,577
+5
99
$214K 0.12%
+3,117
100
$201K 0.11%
2,934
-60
1 2 3
4
5