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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$558K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$254K
5
AMZN icon
Amazon
AMZN
+$214K

Top Sells

1
+$634K
2
+$485K
3
+$116K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$116K
5
GLD icon
SPDR Gold Trust
GLD
+$106K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.33%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K 0.01%
1,743
477
$11K 0.01%
645
-885
478
$11K 0.01%
1,000
479
$10K 0.01%
100
480
$10K 0.01%
542
-601
481
$10K 0.01%
35
482
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510
483
$10K 0.01%
129
484
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93
485
$10K 0.01%
158
486
$9K 0.01%
59
487
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85
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488
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489
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490
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491
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492
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493
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494
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495
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496
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497
$8K 0.01%
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498
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499
$8K 0.01%
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500
$8K 0.01%
200
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