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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$134K
3
+$126K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$114K
5
DIS icon
Walt Disney
DIS
+$103K

Top Sells

1
+$873K
2
+$399K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K 0.01%
233
-12
452
$11K 0.01%
200
453
$11K 0.01%
100
454
$11K 0.01%
129
455
$11K 0.01%
1,000
456
$10K 0.01%
+791
457
$10K 0.01%
273
458
$10K 0.01%
220
459
$10K 0.01%
85
460
$10K 0.01%
297
461
$10K 0.01%
1,166
462
$10K 0.01%
199
463
$10K 0.01%
93
464
$10K 0.01%
460
465
$9K 0.01%
44
466
$9K 0.01%
100
467
$9K 0.01%
114
468
$9K 0.01%
259
469
$9K 0.01%
100
470
$9K 0.01%
159
471
$9K 0.01%
35
472
$9K 0.01%
153
473
$9K 0.01%
285
474
$9K 0.01%
510
475
$9K 0.01%
+78
17 18
19
20 21