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
326
$75K 0.02%
524
327
$74K 0.02%
2,299
328
$74K 0.02%
908
329
$74K 0.02%
714
330
$73K 0.02%
7,004
331
$72K 0.02%
214
+11
332
$71K 0.02%
+798
333
$71K 0.02%
1,275
+6
334
$71K 0.02%
927
-7
335
$71K 0.02%
1,500
336
$71K 0.02%
700
337
$70K 0.02%
1,575
338
$70K 0.02%
1,254
339
$70K 0.02%
1,860
-250
340
$69K 0.02%
1,515
+210
341
$69K 0.02%
1,740
+1
342
$69K 0.02%
+2,483
343
$68K 0.02%
1,149
344
$68K 0.02%
2,188
345
$68K 0.02%
2,573
-100
346
$68K 0.02%
1,501
+198
347
$67K 0.02%
1,897
348
$66K 0.02%
500
349
$66K 0.02%
350
350
$65K 0.02%
250
12 13
14
15 16