BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K 0.01%
106
502
$9K 0.01%
+279
503
$9K 0.01%
148
504
$9K 0.01%
574
+8
505
$9K 0.01%
35
506
$9K 0.01%
542
507
$9K 0.01%
98
508
$9K 0.01%
83
509
$9K 0.01%
153
510
$9K 0.01%
150
511
$9K 0.01%
106
+1
512
$9K 0.01%
78
513
$9K 0.01%
500
514
$9K 0.01%
134
515
$9K 0.01%
+155
516
$8K 0.01%
160
517
$8K 0.01%
200
518
$8K 0.01%
145
519
$8K 0.01%
174
520
$8K 0.01%
215
521
$8K 0.01%
160
522
$8K 0.01%
225
523
$8K 0.01%
243
524
$8K 0.01%
63
525
$8K 0.01%
101