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
$212M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$562K
3
+$543K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$445K
5
MO icon
Altria Group
MO
+$434K

Top Sells

1
+$564K
2
+$489K
3
+$299K
4
WFC icon
Wells Fargo
WFC
+$284K
5
BHP icon
BHP
BHP
+$272K

Sector Composition

1 Consumer Staples 23.82%
2 Technology 19.64%
3 Healthcare 18.29%
4 Industrials 9.4%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,273
102
– –
-5,636
103
– –
-2,973
1 2 3 4
5