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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Sells

1 +$433K
2 +$346K
3 +$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$19K 0.01%
415
402
$19K 0.01%
975
403
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305
405
$18K 0.01%
187
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$17K 0.01%
665
407
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572
408
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136
409
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410
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59
411
$17K 0.01%
115
412
$17K 0.01%
1,403
413
$17K 0.01%
476
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414
$16K 0.01%
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415
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$16K 0.01%
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417
$16K 0.01%
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$15K 0.01%
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421
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412
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$15K 0.01%
1,392