BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$465K
3
+$367K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$264K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$307K
3
+$118K
4
XOM icon
Exxon Mobil
XOM
+$88.7K
5
AAPL icon
Apple
AAPL
+$80.1K

Sector Composition

1 Healthcare 34.8%
2 Technology 12%
3 Financials 6.1%
4 Consumer Discretionary 4.48%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$140K 0.04%
584
-4
227
$138K 0.04%
3,050
+933
228
$138K 0.04%
4,485
-1,646
229
$137K 0.04%
1,091
230
$136K 0.04%
3,400
+10
231
$136K 0.04%
418
232
$136K 0.04%
5,203
233
$135K 0.04%
1,226
+2
234
$133K 0.04%
534
235
$132K 0.04%
616
-8
236
$129K 0.04%
1,255
-33
237
$126K 0.04%
3,594
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238
$126K 0.04%
6,327
239
$126K 0.04%
1,066
240
$124K 0.04%
500
241
$124K 0.04%
1,119
-136
242
$121K 0.04%
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243
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244
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245
$120K 0.04%
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246
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-34
247
$118K 0.04%
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-64
248
$117K 0.04%
2,806
249
$116K 0.04%
460
+2
250
$115K 0.04%
761
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