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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.46M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$772K

Top Sells

1
+$1.53M
2
+$469K
3
+$339K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
AMZN icon
Amazon
AMZN
+$130K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.31%
4 Industrials 6.3%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
+430
527
$6K ﹤0.01%
+57
528
$6K ﹤0.01%
+100
529
$6K ﹤0.01%
+61
530
$6K ﹤0.01%
+225
531
$5K ﹤0.01%
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532
$5K ﹤0.01%
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533
$5K ﹤0.01%
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534
$5K ﹤0.01%
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535
$5K ﹤0.01%
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536
$5K ﹤0.01%
+304
537
$5K ﹤0.01%
+74
538
$5K ﹤0.01%
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539
$5K ﹤0.01%
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540
$5K ﹤0.01%
+102
541
$5K ﹤0.01%
+125
542
$5K ﹤0.01%
+100
543
$5K ﹤0.01%
+59
544
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545
$5K ﹤0.01%
+2,388
546
$5K ﹤0.01%
+51
547
$5K ﹤0.01%
+156
548
$5K ﹤0.01%
+15
549
$5K ﹤0.01%
+63
550
$5K ﹤0.01%
+41
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