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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Sells

1 +$433K
2 +$346K
3 +$72.5K
4
OXY icon
Occidental Petroleum
OXY
+$49.8K
5
CELG
Celgene Corp
CELG
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$12K 0.01%
315
452
$12K 0.01%
225
453
$12K 0.01%
452
454
$12K 0.01%
220
455
$12K 0.01%
4,918
456
$12K 0.01%
936
457
$12K 0.01%
209
458
$12K 0.01%
129
+63
459
$12K 0.01%
266
460
$12K 0.01%
200
461
$12K 0.01%
93
462
$12K 0.01%
200
463
$11K 0.01%
300
464
$11K 0.01%
100
465
$11K 0.01%
131
466
$11K 0.01%
188
467
$11K 0.01%
159
468
$11K 0.01%
106
469
$11K 0.01%
422
470
$11K 0.01%
85
471
$11K 0.01%
39
472
$11K 0.01%
98
473
$11K 0.01%
510
474
$11K 0.01%
1,743
475
$11K 0.01%
78