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
$383M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.08M
3
+$960K
4
LYB icon
LyondellBasell Industries
LYB
+$847K
5
DIS icon
Walt Disney
DIS
+$777K

Top Sells

1
+$7.43M
2
+$2.66M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$966K
5
T icon
AT&T
T
+$881K

Sector Composition

1 Consumer Staples 20.71%
2 Technology 19.76%
3 Healthcare 14.94%
4 Industrials 9.68%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.46%
19,006
-18
77
$1.66M 0.43%
6,224
+101
78
$1.62M 0.42%
15,052
+155
79
$1.49M 0.39%
5,924
+14
80
$1.48M 0.39%
9,966
-47
81
$1.46M 0.38%
91,868
+3,017
82
$1.44M 0.38%
16,506
+287
83
$1.44M 0.38%
20,098
-571
84
$1.39M 0.36%
10,628
+32
85
$1.32M 0.34%
24,162
+82
86
$1.26M 0.33%
17,405
-273
87
$1.26M 0.33%
9,003
+29
88
$1.24M 0.32%
+4,810
89
$1.22M 0.32%
55,710
+15,632
90
$1.21M 0.31%
26,668
+74
91
$1.15M 0.3%
16,739
-276
92
$1.1M 0.29%
37,490
+10
93
$1.04M 0.27%
18,309
+107
94
$954K 0.25%
21,443
+6
95
$727K 0.19%
13,397
-586
96
$724K 0.19%
3,095
-16
97
$618K 0.16%
11,256
-4,914
98
$557K 0.15%
8,438
99
$537K 0.14%
3,900
100
$506K 0.13%
23,120
+2,886
1 2 3
4
5