BFA

Benedict Financial Advisors Portfolio holdings

AUM $474M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$763K
2 +$401K
3 +$310K
4
CHRW icon
C.H. Robinson
CHRW
+$309K
5
COR icon
Cencora
COR
+$302K

Top Sells

1 +$843K
2 +$457K
3 +$421K
4
SYY icon
Sysco
SYY
+$370K
5
NVS icon
Novartis
NVS
+$258K

Sector Composition

1 Consumer Staples 27.04%
2 Healthcare 17.55%
3 Technology 15.84%
4 Industrials 11.67%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,757