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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$134K
3 +$126K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$114K
5
DIS icon
Walt Disney
DIS
+$103K

Top Sells

1 +$873K
2 +$399K
3 +$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
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215
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503
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148
504
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225
505
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105
506
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301
507
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500
508
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650
509
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41
510
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511
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171
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145
+100
513
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$6K ﹤0.01%
175
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$6K ﹤0.01%
52
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$6K ﹤0.01%
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524
$6K ﹤0.01%
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525
$6K ﹤0.01%
99