BFA
Benedict Financial Advisors Portfolio holdings
AUM
$441M
This Quarter Return
+0.55%
1 Year Return
+15.61%
3 Year Return
+44.68%
5 Year Return
+83.91%
10 Year Return
+209.1%
AUM
$173M
AUM Growth
+$173M
(+0.94%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
28.44%
Holding
102
New
4
Increased
51
Reduced
45
Closed
1
Top Buys
| 1 |
Gilead Sciences
GILD
|
$494K |
| 2 |
LyondellBasell Industries
LYB
|
$218K |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$206K |
| 4 |
WisdomTree US High Dividend Fund
DHS
|
$201K |
| 5 |
Phillips 66
PSX
|
$201K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$270K |
| 2 |
Sysco
SYY
|
$220K |
| 3 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
$219K |
| 4 |
Microsoft
MSFT
|
$176K |
| 5 |
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% |