BFA

Benedict Financial Advisors Portfolio holdings

AUM $480M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.21M
3
+$1.91M
4
GPN icon
Global Payments
GPN
+$1.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$291K

Top Sells

1
+$5.5M
2
+$775K
3
+$665K
4
AAPL icon
Apple
AAPL
+$598K
5
SYY icon
Sysco
SYY
+$445K

Sector Composition

1 Technology 18.92%
2 Consumer Staples 17.3%
3 Healthcare 14.87%
4 Financials 14.21%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$822K 0.18%
15,929
+53
102
$745K 0.16%
12,486
+20
103
$702K 0.15%
8,061
+2
104
$554K 0.12%
3,730
105
$540K 0.12%
736
106
$524K 0.11%
1,145
-20
107
$500K 0.11%
4,436
-3,790
108
$450K 0.1%
6,050
+144
109
$428K 0.09%
5,945
110
$401K 0.09%
7,198
+74
111
$395K 0.09%
1,813
+6
112
$385K 0.08%
3,439
-37
113
$370K 0.08%
1,070
-28
114
$342K 0.07%
1,705
-4
115
$338K 0.07%
2,379
-287
116
$326K 0.07%
1,871
+269
117
$321K 0.07%
11,945
118
$319K 0.07%
3,838
+14
119
$306K 0.07%
5,684
+223
120
$289K 0.06%
1,902
+5
121
$281K 0.06%
1,525
122
$272K 0.06%
+9,639
123
$241K 0.05%
2,334
-258
124
$241K 0.05%
515
125
$239K 0.05%
1,767
2 3 4
5
6