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
$260M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.34M
3 +$1.13M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$971K
5
VZ icon
Verizon
VZ
+$582K

Top Sells

1 +$1.74M
2 +$1.12M
3 +$1.07M
4
XOM icon
Exxon Mobil
XOM
+$927K
5
DIS icon
Walt Disney
DIS
+$466K

Sector Composition

1 Consumer Staples 23.12%
2 Technology 20.55%
3 Healthcare 17.44%
4 Industrials 10.02%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-30,472
102
-20,723