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
$412M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$663K
3 +$538K
4
KMI icon
Kinder Morgan
KMI
+$331K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$310K

Top Sells

1 +$1.06M
2 +$624K
3 +$537K
4
HRL icon
Hormel Foods
HRL
+$510K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 19.23%
2 Consumer Staples 18.37%
3 Healthcare 14.55%
4 Financials 14.26%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,371
127
-9,515
128
-2,435
129
-29,563