BFA
Benedict Financial Advisors Portfolio holdings
AUM
$461M
1-Year Est. Return
12.14%
1 Year Est. Return
+12.14%
AUM
$441M
AUM Growth
+$10.1M
(+2.3%)
Holding
129
Top Buys
| 1 | +$6.32M | |
| 2 | +$1.69M | |
| 3 | +$1.51M | |
| 4 |
Coterra Energy
CTRA
|
+$961K |
| 5 |
Sysco
SYY
|
+$746K |
Top Sells
| 1 | +$6.95M | |
| 2 | +$2.14M | |
| 3 | +$2.08M | |
| 4 |
Dow Inc
DOW
|
+$428K |
| 5 |
Microsoft
MSFT
|
+$377K |
Sector Composition
| 1 | Consumer Staples | 18.68% |
| 2 | Technology | 18.2% |
| 3 | Financials | 14.78% |
| 4 | Healthcare | 13.95% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Dow Inc
DOW
$16.3B
| – | – |
-12,243
|
|
||
127
Stryker
SYK
$139B
| – | – |
-5,739
|
|
||
128
Truist Financial
TFC
$57.4B
| – | – |
-5,565
|
|