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
426
$14K 0.01%
+311
427
$14K 0.01%
+1,160
428
$14K 0.01%
+264
429
$14K 0.01%
+285
430
$14K 0.01%
+188
431
$14K 0.01%
+331
432
$14K 0.01%
+1,743
433
$13K 0.01%
+312
434
$13K 0.01%
+734
435
$13K 0.01%
+258
436
$13K 0.01%
+1,166
437
$13K 0.01%
+245
438
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439
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440
$13K 0.01%
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441
$13K 0.01%
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442
$13K 0.01%
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443
$13K 0.01%
+1,770
444
$13K 0.01%
+285
445
$13K 0.01%
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446
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448
$12K 0.01%
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449
$12K 0.01%
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450
$12K 0.01%
+282
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