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
$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
$7K 0.01%
145
+100
502
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503
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160
504
$7K 0.01%
171
505
$7K 0.01%
174
506
$7K 0.01%
259
507
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+171
508
$7K 0.01%
215
-160
509
$7K 0.01%
148
510
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225
511
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105
512
$7K 0.01%
301
513
$7K 0.01%
650
514
$7K 0.01%
500
515
$6K ﹤0.01%
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$6K ﹤0.01%
175
517
$6K ﹤0.01%
52
518
$6K ﹤0.01%
57
519
$6K ﹤0.01%
63
520
$6K ﹤0.01%
45
521
$6K ﹤0.01%
61
522
$6K ﹤0.01%
99
523
$6K ﹤0.01%
318
524
$6K ﹤0.01%
196
-176
525
$6K ﹤0.01%
100
19 20
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