BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$921K
2
+$465K
3
+$367K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$264K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$307K
3
+$118K
4
XOM icon
Exxon Mobil
XOM
+$88.7K
5
AAPL icon
Apple
AAPL
+$80.1K

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
401
$46K 0.01%
203
+10
402
$46K 0.01%
212
403
$46K 0.01%
198
+40
404
$45K 0.01%
1,361
405
$45K 0.01%
1,781
406
$45K 0.01%
180
407
$44K 0.01%
690
408
$44K 0.01%
997
-96
409
$44K 0.01%
108
+101
410
$43K 0.01%
457
411
$43K 0.01%
690
-240
412
$43K 0.01%
989
413
$43K 0.01%
750
414
$43K 0.01%
275
415
$43K 0.01%
1,000
416
$43K 0.01%
920
417
$42K 0.01%
355
418
$42K 0.01%
747
+453
419
$42K 0.01%
2,500
420
$42K 0.01%
469
421
$42K 0.01%
975
422
$42K 0.01%
1,600
423
$41K 0.01%
+1,769
424
$41K 0.01%
1,000
-476
425
$41K 0.01%
3,542
+722
15 16
17
18 19