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
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%
1,210
366
$57K 0.02%
716
+224
367
$57K 0.02%
1,412
368
$57K 0.02%
441
369
$56K 0.02%
1,332
370
$56K 0.02%
540
+40
371
$56K 0.02%
538
372
$55K 0.02%
1,200
373
$55K 0.02%
3,500
374
$55K 0.02%
1,560
375
$54K 0.02%
317
+15
13 14
15
16 17