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
$173M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$513K
2 +$213K
3 +$208K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$196K
5
TRP icon
TC Energy
TRP
+$194K

Top Sells

1 +$247K
2 +$219K
3 +$207K
4
MSFT icon
Microsoft
MSFT
+$171K
5
WMT icon
Walmart Inc
WMT
+$162K

Sector Composition

1 Consumer Staples 26.31%
2 Healthcare 16.69%
3 Technology 15.99%
4 Industrials 11.96%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,868