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
$240M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$556K
3
+$452K
4
SBUX icon
Starbucks
SBUX
+$377K
5
BMY icon
Bristol-Myers Squibb
BMY
+$347K

Top Sells

1
+$366K
2
+$286K
3
+$261K
4
ABB
ABB Ltd
ABB
+$189K
5
PBCT
People's United Financial Inc
PBCT
+$182K

Sector Composition

1 Consumer Staples 23.46%
2 Technology 17.76%
3 Healthcare 16.62%
4 Industrials 10.74%
5 Financials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$959K 0.4%
11,375
+489
77
$896K 0.37%
16,203
-349
78
$878K 0.37%
7,449
-260
79
$821K 0.34%
4,171
+457
80
$769K 0.32%
8,692
-403
81
$762K 0.32%
35,626
+6,803
82
$694K 0.29%
6,026
-179
83
$551K 0.23%
25,394
-380
84
$405K 0.17%
5,745
-217
85
$404K 0.17%
19,093
+2,544
86
$376K 0.16%
3,395
-125
87
$337K 0.14%
+6,830
88
$333K 0.14%
6,524
-220
89
$333K 0.14%
6,433
90
$332K 0.14%
4,021
+14
91
$331K 0.14%
1,029
-8
92
$310K 0.13%
1,928
-10
93
$287K 0.12%
3,822
-3,471
94
$267K 0.11%
1,959
+18
95
$256K 0.11%
3,314
-988
96
$254K 0.11%
7,994
-180
97
$249K 0.1%
2,499
-97
98
$244K 0.1%
2,421
+9
99
$231K 0.1%
18,160
-2,046
100
$231K 0.1%
4,880
+13
1 2 3
4
5