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
451
$36K 0.01%
1,653
+1,130
452
$36K 0.01%
266
453
$36K 0.01%
399
-98
454
$36K 0.01%
737
455
$36K 0.01%
1,380
456
$35K 0.01%
710
457
$35K 0.01%
884
458
$35K 0.01%
300
459
$35K 0.01%
63
-2
460
$35K 0.01%
5,000
461
$35K 0.01%
1,389
462
$34K 0.01%
443
-10
463
$34K 0.01%
202
464
$34K 0.01%
318
+2
465
$34K 0.01%
289
466
$34K 0.01%
29
467
$33K 0.01%
117
-11
468
$33K 0.01%
145
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$33K 0.01%
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470
$33K 0.01%
586
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471
$33K 0.01%
420
472
$33K 0.01%
138
473
$32K 0.01%
712
474
$32K 0.01%
1,500
475
$32K 0.01%
697
+202
17 18
19
20 21