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
376
$54K 0.02%
867
-633
377
$54K 0.02%
2,669
378
$54K 0.02%
557
+471
379
$54K 0.02%
6,442
380
$53K 0.02%
640
381
$52K 0.02%
1,622
+1
382
$52K 0.02%
2,430
383
$52K 0.02%
2,096
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384
$52K 0.02%
1,748
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385
$51K 0.02%
800
386
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606
387
$50K 0.02%
1,055
-500
388
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595
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389
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390
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391
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1,000
399
$47K 0.01%
527
400
$46K 0.01%
1,403
14 15
16
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