BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.33%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K 0.01%
247
402
$16K 0.01%
192
403
$16K 0.01%
200
404
$16K 0.01%
1,126
405
$16K 0.01%
1,301
406
$16K 0.01%
417
+76
407
$16K 0.01%
412
408
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1,160
409
$16K 0.01%
522
+31
410
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406
+3
411
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975
412
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240
+1
413
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414
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364
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415
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420
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416
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417
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95
418
$16K 0.01%
712
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419
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136
420
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305
421
$15K 0.01%
187
422
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311
423
$15K 0.01%
39
424
$15K 0.01%
936
425
$15K 0.01%
130
15 16
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