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
$203M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$597K
3 +$488K
4
SBUX icon
Starbucks
SBUX
+$476K
5
KMI icon
Kinder Morgan
KMI
+$448K

Top Sells

1 +$1.65M
2 +$308K
3 +$284K
4
NVDA icon
NVIDIA
NVDA
+$260K
5
CAT icon
Caterpillar
CAT
+$238K

Sector Composition

1 Consumer Staples 23.52%
2 Healthcare 18.39%
3 Technology 17.43%
4 Industrials 10.54%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$160K 0.08%
11,079
-1,473
102
$121K 0.06%
3,339
-626
103
-565
104
-1,561
105
-4,470
106
-37,000
107
-4,145
108
-5,898
109
-77,942