BENEDICT FINANCIAL Overview

Benedict Financial Advisors Inc is an investment advisor that manages 196.8 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 171MM in positions, representing 87% of the manager's regulatory AUM.

BENEDICT FINANCIAL StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BENEDICT FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.97% Tech 3.56% 0.25% 0 36%
JNJ 3.69% Health -4.57% -0.02% 0 34%
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FEATURED IN
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BENEDICT FINANCIAL Founders and Key Employees

Name Title In Position Since
Philip C. Benedict Ceo October-1982
Mark A. Beaver Shareholder/Chief Compliance Officer October-2012
Travis M. James Shareholder January-2007

BENEDICT FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

BENEDICT FINANCIAL Investment Strategy

BENEDICT FINANCIAL Portfolio Concentration

BENEDICT FINANCIAL Location

6000 LAKE FORREST DRIVE
SUITE 550
ATLANTA, Georgia
UNITED STATES, 30328-5901

BENEDICT FINANCIAL Contact Information

Phone Number: 770-671-8228
Fax Number: 770-671-0232
Website:

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