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
401
$17K 0.01%
+247
402
$17K 0.01%
+538
403
$17K 0.01%
+1,000
404
$17K 0.01%
+300
405
$17K 0.01%
+530
406
$17K 0.01%
+415
407
$17K 0.01%
+127
408
$17K 0.01%
+219
409
$17K 0.01%
+1,126
410
$17K 0.01%
+894
411
$16K 0.01%
+192
412
$16K 0.01%
+95
413
$16K 0.01%
+600
414
$16K 0.01%
+115
415
$16K 0.01%
+200
416
$16K 0.01%
+161
417
$16K 0.01%
+229
418
$15K 0.01%
+136
419
$15K 0.01%
+188
420
$15K 0.01%
+350
421
$15K 0.01%
+422
422
$15K 0.01%
+266
423
$15K 0.01%
+44
424
$14K 0.01%
+1,396
425
$14K 0.01%
+300
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