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
$165M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Sells

1 +$195K
2 +$181K
3 +$116K
4
PEP icon
PepsiCo
PEP
+$90.5K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$82K

Sector Composition

1 Healthcare 29.65%
2 Technology 8.66%
3 Financials 8.62%
4 Industrials 5.57%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15K 0.01%
452
427
$15K 0.01%
264
428
$15K 0.01%
510
429
$15K 0.01%
129
430
$15K 0.01%
727
431
$14K 0.01%
747
432
$14K 0.01%
87
433
$14K 0.01%
636
434
$14K 0.01%
1,770
435
$14K 0.01%
100
436
$14K 0.01%
273
437
$14K 0.01%
218
438
$14K 0.01%
260
439
$14K 0.01%
200
440
$14K 0.01%
285
441
$14K 0.01%
1,392
442
$14K 0.01%
526
443
$14K 0.01%
500
444
$14K 0.01%
200
445
$13K 0.01%
300
446
$13K 0.01%
7
447
$13K 0.01%
231
448
$13K 0.01%
267
449
$13K 0.01%
203
450
$13K 0.01%
936