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

Top Buys

1 +$6.34M
2 +$503K
3 +$425K
4
CARR icon
Carrier Global
CARR
+$415K
5
MO icon
Altria Group
MO
+$344K

Top Sells

1 +$1.64M
2 +$441K
3 +$296K
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