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
501
$27K 0.01%
710
502
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91
503
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200
504
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150
505
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197
506
$26K 0.01%
188
507
$26K 0.01%
975
508
$26K 0.01%
1,153
509
$25K 0.01%
610
+6
510
$25K 0.01%
+396
511
$25K 0.01%
1,142
+6
512
$25K 0.01%
1,089
513
$25K 0.01%
396
514
$25K 0.01%
873
515
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984
516
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144
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517
$24K 0.01%
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518
$24K 0.01%
251
-50
519
$24K 0.01%
100
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520
$24K 0.01%
185
521
$24K 0.01%
1,295
522
$24K 0.01%
291
523
$24K 0.01%
50
-3
524
$24K 0.01%
626
525
$23K 0.01%
10
-1
19 20
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