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

Top Buys

1 +$349K
2 +$296K
3 +$283K
4
GIS icon
General Mills
GIS
+$278K
5
SYK icon
Stryker
SYK
+$226K

Top Sells

1 +$1.13M
2 +$221K
3 +$209K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$201K
5
ELV icon
Elevance Health
ELV
+$118K

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