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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.33%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7K ﹤0.01%
63
527
$7K ﹤0.01%
175
528
$7K ﹤0.01%
121
529
$7K ﹤0.01%
148
530
$7K ﹤0.01%
40
531
$6K ﹤0.01%
146
532
$6K ﹤0.01%
243
533
$6K ﹤0.01%
85
534
$6K ﹤0.01%
275
535
$6K ﹤0.01%
100
536
$6K ﹤0.01%
61
537
$6K ﹤0.01%
53
538
$6K ﹤0.01%
99
-82
539
$6K ﹤0.01%
100
540
$6K ﹤0.01%
+100
541
$6K ﹤0.01%
+100
542
$6K ﹤0.01%
100
543
$6K ﹤0.01%
52
+1
544
$6K ﹤0.01%
+139
545
$6K ﹤0.01%
45
546
$6K ﹤0.01%
318
+26
547
$5K ﹤0.01%
100
548
$5K ﹤0.01%
80
549
$5K ﹤0.01%
295
550
$5K ﹤0.01%
2,388
20 21
22
23 24