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
26
$1.5M 0.47%
4,996
-226
27
$1.4M 0.44%
5,382
-10
28
$1.39M 0.44%
6,785
+103
29
$1.35M 0.42%
5,460
+18
30
$1.33M 0.42%
6,815
-9
31
$1.31M 0.41%
13,062
+139
32
$1.3M 0.41%
7,958
-1,886
33
$1.28M 0.4%
25,875
+75
34
$1.23M 0.38%
30,480
+22,918
35
$1.22M 0.38%
14,772
-226
36
$1.21M 0.38%
9,164
+691
37
$1.18M 0.37%
22,800
+776
38
$1.14M 0.36%
13,417
-51
39
$1.13M 0.35%
18,207
+251
40
$1.13M 0.35%
4,954
+2
41
$1.12M 0.35%
5,449
+1,286
42
$1.09M 0.34%
3,610
+129
43
$1.08M 0.34%
37,690
44
$1.08M 0.34%
8,194
-21
45
$1.03M 0.32%
5,100
+60
46
$1.02M 0.32%
2,838
+447
47
$1.01M 0.32%
2,220
-136
48
$1M 0.31%
3,478
49
$991K 0.31%
21,705
-90
50
$959K 0.3%
16,047
-160
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