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
451
$13K 0.01%
91
452
$13K 0.01%
630
453
$13K 0.01%
1,000
+250
454
$12K 0.01%
87
455
$12K 0.01%
7
456
$12K 0.01%
1,770
457
$12K 0.01%
100
458
$12K 0.01%
600
459
$12K 0.01%
1,000
460
$12K 0.01%
259
461
$12K 0.01%
285
462
$12K 0.01%
245
+110
463
$12K 0.01%
460
464
$12K 0.01%
+350
465
$12K 0.01%
253
466
$12K 0.01%
200
467
$11K 0.01%
209
468
$11K 0.01%
422
469
$11K 0.01%
88
+58
470
$11K 0.01%
+220
471
$11K 0.01%
89
-41
472
$11K 0.01%
267
473
$11K 0.01%
285
474
$11K 0.01%
202
+1
475
$11K 0.01%
+297
17 18
19
20 21