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
426
$41K 0.01%
100
427
$40K 0.01%
801
428
$40K 0.01%
3,500
429
$40K 0.01%
325
430
$39K 0.01%
3,424
431
$39K 0.01%
1,486
432
$39K 0.01%
66
-7
433
$39K 0.01%
159
434
$39K 0.01%
261
435
$39K 0.01%
795
-150
436
$39K 0.01%
2,000
437
$39K 0.01%
550
-254
438
$39K 0.01%
1,072
439
$38K 0.01%
+757
440
$38K 0.01%
1,927
+3
441
$37K 0.01%
408
442
$37K 0.01%
2,000
443
$37K 0.01%
1,303
+1,018
444
$37K 0.01%
194
-43
445
$37K 0.01%
274
-50
446
$37K 0.01%
1,432
447
$37K 0.01%
410
448
$37K 0.01%
1,745
449
$36K 0.01%
161
450
$36K 0.01%
400
16 17
18
19 20