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
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%
1,254
338
$70K 0.02%
1,860
-250
339
$70K 0.02%
1,575
340
$69K 0.02%
1,515
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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%
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346
$68K 0.02%
1,334
+176
347
$67K 0.02%
1,897
348
$66K 0.02%
500
349
$66K 0.02%
350
350
$65K 0.02%
250
12 13
14
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