BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
251
$115K 0.04%
761
252
$114K 0.04%
1,338
-52
253
$113K 0.04%
887
-20
254
$113K 0.04%
1,670
255
$112K 0.04%
3,094
256
$111K 0.03%
1,153
257
$111K 0.03%
2,132
+37
258
$111K 0.03%
3,608
-23
259
$110K 0.03%
718
-47
260
$110K 0.03%
7,758
261
$109K 0.03%
1,743
+1
262
$108K 0.03%
484
-20
263
$108K 0.03%
1,249
+18
264
$108K 0.03%
4,014
265
$107K 0.03%
1,188
-38
266
$106K 0.03%
1,603
267
$106K 0.03%
1,873
268
$106K 0.03%
1,024
269
$106K 0.03%
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270
$106K 0.03%
1,052
-155
271
$106K 0.03%
2,186
272
$106K 0.03%
4,100
273
$106K 0.03%
600
274
$105K 0.03%
1,161
+2
275
$105K 0.03%
1,324
-440
9 10
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