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
$192M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$343K
2 +$292K
3 +$283K
4
SWK icon
Stanley Black & Decker
SWK
+$264K
5
SYK icon
Stryker
SYK
+$212K

Top Sells

1 +$1.13M
2 +$218K
3 +$201K
4
ABT icon
Abbott
ABT
+$186K
5
ELV icon
Elevance Health
ELV
+$111K

Sector Composition

1 Consumer Staples 24.41%
2 Healthcare 18.13%
3 Technology 15.7%
4 Industrials 13.39%
5 Financials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$212K 0.11%
3,117
102
$208K 0.11%
+1,954
103
$155K 0.08%
11,030
+36
104
-2,934