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
$208M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$623K
3 +$351K
4
TRP icon
TC Energy
TRP
+$209K
5
VZ icon
Verizon
VZ
+$138K

Top Sells

1 +$579K
2 +$375K
3 +$364K
4
KO icon
Coca-Cola
KO
+$292K
5
PNR icon
Pentair
PNR
+$196K

Sector Composition

1 Consumer Staples 24.28%
2 Healthcare 17.33%
3 Technology 16.78%
4 Industrials 13.39%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$236K 0.11%
5,068
-68
102
$231K 0.11%
2,389
-296
103
$216K 0.1%
3,117
104
-11,038
105
-1,681
106
-4,992