BFA

Benedict Financial Advisors Portfolio holdings

AUM $461M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$870K
2 +$556K
3 +$452K
4
SBUX icon
Starbucks
SBUX
+$377K
5
BMY icon
Bristol-Myers Squibb
BMY
+$347K

Top Sells

1 +$366K
2 +$286K
3 +$261K
4
ABB
ABB Ltd
ABB
+$189K
5
PBCT
People's United Financial Inc
PBCT
+$182K

Sector Composition

1 Consumer Staples 23.46%
2 Technology 17.76%
3 Healthcare 16.62%
4 Industrials 10.74%
5 Financials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$224K 0.09%
+7,450
102
$221K 0.09%
3,046
+302
103
$219K 0.09%
2,124
+31
104
$206K 0.09%
565
105
-10,002
106
-11,097