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
$394M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.25M
3 +$895K
4
FANG icon
Diamondback Energy
FANG
+$804K
5
XOM icon
Exxon Mobil
XOM
+$406K

Top Sells

1 +$1.63M
2 +$661K
3 +$534K
4
WBA
Walgreens Boots Alliance
WBA
+$488K
5
MKTX icon
MarketAxess Holdings
MKTX
+$268K

Sector Composition

1 Consumer Staples 18.92%
2 Technology 17.72%
3 Healthcare 17.39%
4 Financials 13.18%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,677
127
-2,537
128
-9,779
129
-916