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

Top Buys

1 +$494K
2 +$218K
3 +$206K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$201K
5
PSX icon
Phillips 66
PSX
+$201K

Top Sells

1 +$270K
2 +$220K
3 +$219K
4
MSFT icon
Microsoft
MSFT
+$176K
5
WMT icon
Walmart
WMT
+$160K

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