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
$360M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$894K
3 +$677K
4
VZ icon
Verizon
VZ
+$503K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$497K

Top Sells

1 +$2.29M
2 +$1.44M
3 +$764K
4
XLNX
Xilinx Inc
XLNX
+$580K
5
MSFT icon
Microsoft
MSFT
+$579K

Sector Composition

1 Consumer Staples 20.97%
2 Technology 18.47%
3 Healthcare 14.69%
4 Industrials 9.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$216K 0.06%
3,329
-157
127
$215K 0.06%
1,682
128
$210K 0.06%
1,714
-49
129
$60K 0.02%
5,332
-2,699
130
-22,427
131
-945