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
276
$104K 0.03%
236
-27
277
$104K 0.03%
1,195
-153
278
$101K 0.03%
1,697
279
$100K 0.03%
1,151
+2
280
$99K 0.03%
1,323
+70
281
$98K 0.03%
1,398
282
$98K 0.03%
600
283
$98K 0.03%
1,355
284
$97K 0.03%
1,430
285
$96K 0.03%
1,150
286
$95K 0.03%
600
287
$93K 0.03%
507
-16
288
$93K 0.03%
4,252
289
$92K 0.03%
1,325
-156
290
$92K 0.03%
498
-33
291
$91K 0.03%
1,143
+226
292
$90K 0.03%
2,600
293
$90K 0.03%
1,268
294
$89K 0.03%
870
295
$89K 0.03%
1,606
296
$88K 0.03%
4,000
297
$88K 0.03%
746
298
$86K 0.03%
7,553
299
$86K 0.03%
406
300
$85K 0.03%
820
-19
10 11
12
13 14