BFA
Benedict Financial Advisors Portfolio holdings
AUM
$441M
This Quarter Return
+5.38%
1 Year Return
+15.61%
3 Year Return
+44.68%
5 Year Return
+83.91%
10 Year Return
+209.1%
AUM
$346M
AUM Growth
+$346M
(+25%)
Cap. Flow
+$55.1M
Cap. Flow
% of AUM
15.9%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
130
New
23
Increased
61
Reduced
42
Closed
1
Top Buys
| 1 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$5.56M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$4.29M |
| 3 |
Apple
AAPL
|
$3.58M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$3.5M |
| 5 |
Amazon
AMZN
|
$3.45M |
Top Sells
| 1 |
Dominion Energy
D
|
$384K |
| 2 |
Microsoft
MSFT
|
$381K |
| 3 |
Qualcomm
QCOM
|
$300K |
| 4 |
Target
TGT
|
$266K |
| 5 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$234K |
Sector Composition
| 1 | Consumer Staples | 20.77% |
| 2 | Technology | 18.63% |
| 3 | Healthcare | 14.69% |
| 4 | Industrials | 9.51% |
| 5 | Financials | 7.48% |
