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
$318M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$475K
3
+$362K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$270K
3
+$113K
4
CLX icon
Clorox
CLX
+$87.2K
5
XOM icon
Exxon Mobil
XOM
+$83.5K

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
501
$27K 0.01%
1,500
502
$27K 0.01%
91
503
$27K 0.01%
200
504
$27K 0.01%
150
505
$26K 0.01%
197
506
$26K 0.01%
188
507
$26K 0.01%
1,153
508
$26K 0.01%
975
509
$25K 0.01%
+396
510
$25K 0.01%
1,142
+6
511
$25K 0.01%
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512
$25K 0.01%
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513
$25K 0.01%
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514
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515
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144
-11
516
$25K 0.01%
610
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517
$24K 0.01%
185
518
$24K 0.01%
590
519
$24K 0.01%
251
-50
520
$24K 0.01%
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522
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291
523
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50
-3
524
$24K 0.01%
626
525
$23K 0.01%
707
+7
19 20
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