BFA

Benedict Financial Advisors Portfolio holdings

AUM $461M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.29M
3
+$3.58M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.5M
5
AMZN icon
Amazon
AMZN
+$3.45M

Top Sells

1
+$384K
2
+$381K
3
+$300K
4
TGT icon
Target
TGT
+$266K
5
USMC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.06%
+1,682
127
$208K 0.06%
+1,763
128
$85K 0.02%
8,031
-2,150
129
– –
-6,558
2 3 4 5
6