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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$558K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$254K
5
AMZN icon
Amazon
AMZN
+$214K

Top Sells

1
+$634K
2
+$485K
3
+$116K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$116K
5
GLD icon
SPDR Gold Trust
GLD
+$106K

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
426
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171
427
$14K 0.01%
555
+17
428
$14K 0.01%
44
429
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636
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430
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273
431
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375
-4
432
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300
433
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+1,200
434
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530
435
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115
436
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500
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437
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289
438
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439
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441
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442
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443
$13K 0.01%
91
444
$13K 0.01%
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445
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1,000
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446
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200
448
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+224
449
$13K 0.01%
264
450
$13K 0.01%
1,166
16 17
18
19 20