BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$1.06M
2
+$475K
3
+$362K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$270K
3
+$113K
4
CLX icon
Clorox
CLX
+$87.2K
5
XOM icon
Exxon Mobil
XOM
+$83.5K

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
301
$85K 0.03%
50,000
302
$84K 0.03%
2,086
-14
303
$83K 0.03%
847
304
$83K 0.03%
1,500
305
$83K 0.03%
1,275
306
$82K 0.03%
1,067
+518
307
$82K 0.03%
602
308
$81K 0.03%
2,117
309
$81K 0.03%
3,069
+487
310
$81K 0.03%
463
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311
$81K 0.03%
341
+291
312
$80K 0.03%
1,000
313
$79K 0.02%
316
314
$79K 0.02%
2,346
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315
$79K 0.02%
600
316
$79K 0.02%
+1,613
317
$78K 0.02%
2,049
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318
$78K 0.02%
3,096
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319
$78K 0.02%
856
320
$77K 0.02%
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321
$77K 0.02%
1,325
322
$76K 0.02%
11,962
323
$76K 0.02%
470
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324
$76K 0.02%
1,659
325
$75K 0.02%
1,120
-222
11 12
13
14 15