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
476
$32K 0.01%
213
477
$31K 0.01%
260
478
$31K 0.01%
4,303
479
$31K 0.01%
395
+45
480
$31K 0.01%
85
-110
481
$31K 0.01%
259
482
$31K 0.01%
184
+8
483
$30K 0.01%
75
484
$30K 0.01%
278
+14
485
$30K 0.01%
666
+56
486
$30K 0.01%
272
487
$30K 0.01%
150
488
$30K 0.01%
2,882
+61
489
$29K 0.01%
2,664
+5
490
$29K 0.01%
1,000
491
$29K 0.01%
800
492
$29K 0.01%
1,382
+200
493
$29K 0.01%
681
494
$29K 0.01%
616
495
$29K 0.01%
195
+76
496
$28K 0.01%
812
497
$28K 0.01%
829
498
$28K 0.01%
+370
499
$27K 0.01%
1,500
500
$27K 0.01%
1,386
+232
18 19
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