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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$564K
3
+$522K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$478K
5
T icon
AT&T
T
+$367K

Top Sells

1
+$338K
2
+$299K
3
+$162K
4
MCD icon
McDonald's
MCD
+$152K
5
BDX icon
Becton Dickinson
BDX
+$150K

Sector Composition

1 Consumer Staples 23.96%
2 Technology 17.78%
3 Healthcare 16.95%
4 Industrials 11.01%
5 Financials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.1%
2,744
+326
102
$215K 0.09%
+565
103
$189K 0.08%
10,002
104
$182K 0.08%
11,097
+18
105
– –
-3,339
1 2 3 4
5