BFA
Benedict Financial Advisors Portfolio holdings
AUM
$441M
1-Year Est. Return
15.61%
1 Year Est. Return
+15.61%
AUM
$431M
AUM Growth
+$19.4M
(+4.7%)
Holding
129
Top Buys
| 1 | +$3.75M | |
| 2 | +$1.4M | |
| 3 | +$815K | |
| 4 |
Coterra Energy
CTRA
|
+$694K |
| 5 |
Diamondback Energy
FANG
|
+$405K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$450K | |
| 3 | +$434K | |
| 4 |
Citigroup
C
|
+$395K |
| 5 |
Hormel Foods
HRL
|
+$347K |
Sector Composition
| 1 | Consumer Staples | 18.5% |
| 2 | Technology | 16.85% |
| 3 | Healthcare | 15.89% |
| 4 | Financials | 14.77% |
| 5 | Industrials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Gain Therapeutics
GANX
$67.2M
| $34.4K | 0.01% |
18,000
+2,000
|
|
||
|
127
Hormel Foods
HRL
$13.2B
| – | – |
-11,053
|
|
||
128
iShares Core S&P US Value ETF
IUSV
$22.4B
| – | – |
-2,260
|
|