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
$257M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$400K
3 +$323K
4
BA icon
Boeing
BA
+$215K
5
TPR icon
Tapestry
TPR
+$211K

Sector Composition

1 Consumer Staples 23.44%
2 Technology 18.9%
3 Healthcare 17.52%
4 Industrials 10.95%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.08%
+1,449
102
$213K 0.08%
+36,200
103
$200K 0.08%
16,292
-2,001
104
-565
105
-8,089
106
-197,489