BFA

Benedict Financial Advisors Portfolio holdings

AUM $474M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$1.51M
3
+$1.42M
4
CTRA icon
Coterra Energy
CTRA
+$960K
5
SYY icon
Sysco
SYY
+$517K

Top Sells

1
+$6.95M
2
+$2.14M
3
+$1.93M
4
DOW icon
Dow Inc
DOW
+$428K
5
MSFT icon
Microsoft
MSFT
+$329K

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
– –
-12,243
127
– –
-5,739
128
– –
-5,565
2 3 4 5
6