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
$242M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$496K
3 +$467K
4
MO icon
Altria Group
MO
+$346K
5
SWKS icon
Skyworks Solutions
SWKS
+$262K

Top Sells

1 +$1.64M
2 +$494K
3 +$348K
4
BUD icon
AB InBev
BUD
+$240K
5
XOM icon
Exxon Mobil
XOM
+$202K

Sector Composition

1 Consumer Staples 22.62%
2 Technology 21.66%
3 Healthcare 17.46%
4 Industrials 9.93%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,436
102
-27,572