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
$318M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$475K
3
+$362K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$270K
3
+$113K
4
CLX icon
Clorox
CLX
+$87.2K
5
XOM icon
Exxon Mobil
XOM
+$83.5K

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%
1,389
457
$35K 0.01%
710
458
$35K 0.01%
884
459
$35K 0.01%
300
460
$35K 0.01%
315
-10
461
$35K 0.01%
5,000
462
$34K 0.01%
318
+2
463
$34K 0.01%
443
-10
464
$34K 0.01%
289
465
$34K 0.01%
29
466
$34K 0.01%
202
467
$33K 0.01%
117
-11
468
$33K 0.01%
145
+15
469
$33K 0.01%
3,837
470
$33K 0.01%
586
-139
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