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
301
$85K 0.03%
50,000
302
$84K 0.03%
2,086
-14
303
$83K 0.03%
1,500
304
$83K 0.03%
1,275
305
$83K 0.03%
847
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
-255
311
$81K 0.03%
341
+291
312
$80K 0.03%
1,000
313
$79K 0.02%
316
314
$79K 0.02%
2,346
+467
315
$79K 0.02%
600
316
$79K 0.02%
+1,613
317
$78K 0.02%
2,049
+1
318
$78K 0.02%
3,096
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319
$78K 0.02%
856
320
$77K 0.02%
1,325
321
$77K 0.02%
200
322
$76K 0.02%
11,962
323
$76K 0.02%
470
+63
324
$76K 0.02%
1,659
325
$75K 0.02%
1,120
-222
11 12
13
14 15