BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+1.21%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$166M
AUM Growth
+$1.6M
(+0.97%)
Cap. Flow
+$163K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
44.02%
Holding
793
New
45
Increased
129
Reduced
57
Closed
14
Top Buys
Top Sells
| 1 |
Middleby
MIDD
|
+$412K |
| 2 |
Intuitive Surgical
ISRG
|
+$360K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$72.9K |
| 4 |
CELG
Celgene Corp
CELG
|
+$49.7K |
| 5 |
Occidental Petroleum
OXY
|
+$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% |
