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
$195M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$420K
3
+$239K
4
TRP icon
TC Energy
TRP
+$152K
5
SYK icon
Stryker
SYK
+$107K

Top Sells

1
+$312K
2
+$272K
3
+$159K
4
MCD icon
McDonald's
MCD
+$147K
5
ABT icon
Abbott
ABT
+$146K

Sector Composition

1 Consumer Staples 23.99%
2 Healthcare 17.76%
3 Technology 15.84%
4 Industrials 13.78%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.27%
24,742
+1,544
77
$512K 0.26%
24,142
+2,419
78
$500K 0.26%
33,651
-400
79
$480K 0.25%
3,975
-75
80
$420K 0.22%
+6,585
81
$412K 0.21%
13,785
+356
82
$394K 0.2%
19,656
+735
83
$390K 0.2%
18,275
+1,417
84
$373K 0.19%
14,514
85
$369K 0.19%
7,801
-107
86
$361K 0.19%
16,870
+1,181
87
$338K 0.17%
6,138
-1,668
88
$333K 0.17%
8,256
-228
89
$326K 0.17%
2,297
+754
90
$326K 0.17%
6,219
-160
91
$315K 0.16%
23,337
+81
92
$296K 0.15%
2,253
93
$291K 0.15%
15,490
+112
94
$283K 0.15%
15,584
+47
95
$275K 0.14%
7,603
+5
96
$271K 0.14%
10,940
97
$264K 0.14%
3,588
+5
98
$251K 0.13%
2,676
-644
99
$242K 0.12%
6,838
-322
100
$239K 0.12%
+2,685
1 2 3
4
5