BFA

Benedict Financial Advisors Portfolio holdings

AUM $480M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.21M
3
+$1.91M
4
GPN icon
Global Payments
GPN
+$1.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$291K

Top Sells

1
+$5.5M
2
+$775K
3
+$665K
4
AAPL icon
Apple
AAPL
+$598K
5
SYY icon
Sysco
SYY
+$445K

Sector Composition

1 Technology 18.92%
2 Consumer Staples 17.3%
3 Healthcare 14.87%
4 Financials 14.21%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.05%
+6,375
127
$62K 0.01%
35,000
+12,500
128
$31.2K 0.01%
+10,000
129
– –
-3,102
130
– –
-9,891
131
– –
-2,065
2 3 4 5
6