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
$171M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$353K
3 +$311K
4
LMT icon
Lockheed Martin
LMT
+$298K
5
COR icon
Cencora
COR
+$282K

Top Sells

1 +$843K
2 +$426K
3 +$418K
4
SYY icon
Sysco
SYY
+$352K
5
NVS icon
Novartis
NVS
+$251K

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
-30,840