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%
158
482
$10K 0.01%
35
483
$10K 0.01%
510
484
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129
485
$10K 0.01%
93
486
$9K 0.01%
650
487
$9K 0.01%
153
488
$9K 0.01%
100
489
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490
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59
491
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85
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492
$9K 0.01%
98
493
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105
+1
494
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495
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266
496
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497
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114
498
$8K 0.01%
554
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499
$8K 0.01%
372
500
$8K 0.01%
41
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