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
351
$64K 0.02%
3,023
352
$64K 0.02%
1,200
353
$63K 0.02%
576
-341
354
$63K 0.02%
400
355
$63K 0.02%
1,086
356
$62K 0.02%
2,413
357
$61K 0.02%
1,660
358
$61K 0.02%
961
359
$60K 0.02%
773
+76
360
$59K 0.02%
207
-44
361
$59K 0.02%
3,222
-412
362
$59K 0.02%
500
363
$58K 0.02%
191
-8
364
$57K 0.02%
800
365
$57K 0.02%
1,412
366
$57K 0.02%
1,210
367
$57K 0.02%
441
368
$57K 0.02%
716
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369
$56K 0.02%
1,332
370
$56K 0.02%
540
+40
371
$56K 0.02%
538
372
$55K 0.02%
3,500
373
$55K 0.02%
1,200
374
$55K 0.02%
1,560
375
$54K 0.02%
317
+15
13 14
15
16 17