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
$202M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$304K
3
+$273K
4
MO icon
Altria Group
MO
+$221K
5
BMY icon
Bristol-Myers Squibb
BMY
+$204K

Top Sells

1
+$429K
2
+$400K
3
+$346K
4
MSFT icon
Microsoft
MSFT
+$232K
5
INTC icon
Intel
INTC
+$120K

Sector Composition

1 Consumer Staples 23.06%
2 Technology 18.35%
3 Healthcare 17.83%
4 Industrials 12.43%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.1%
4,556
-140
102
$208K 0.1%
3,163
103
$169K 0.08%
10,688
-3,585
104
– –
-8,734
1 2 3 4
5