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
451
$12K 0.01%
+210
452
$12K 0.01%
+273
453
$12K 0.01%
+51
454
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+438
455
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+650
456
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+200
457
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458
$12K 0.01%
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459
$12K 0.01%
+100
460
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+267
461
$12K 0.01%
+500
462
$11K 0.01%
+87
463
$11K 0.01%
+500
464
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+100
465
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+115
466
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+200
467
$11K 0.01%
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468
$11K 0.01%
+135
469
$10K 0.01%
+253
470
$10K 0.01%
+5
471
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+225
472
$10K 0.01%
+136
473
$10K 0.01%
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474
$10K 0.01%
+86
475
$10K 0.01%
+130
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