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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.46M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$772K

Top Sells

1
+$1.53M
2
+$469K
3
+$339K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
AMZN icon
Amazon
AMZN
+$130K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.31%
4 Industrials 6.3%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K 0.02%
+200
377
$21K 0.02%
+272
378
$21K 0.02%
+200
379
$21K 0.02%
+504
380
$21K 0.02%
+1,002
381
$20K 0.02%
+400
382
$20K 0.02%
+251
383
$20K 0.02%
+140
384
$20K 0.02%
+1,000
385
$20K 0.02%
+115
386
$20K 0.02%
+412
387
$20K 0.02%
+262
388
$20K 0.02%
+1,600
389
$19K 0.01%
+100
390
$19K 0.01%
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391
$19K 0.01%
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392
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+200
393
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394
$19K 0.01%
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$19K 0.01%
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396
$18K 0.01%
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$18K 0.01%
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398
$18K 0.01%
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399
$18K 0.01%
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400
$18K 0.01%
+200
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