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
526
$8K 0.01%
+400
527
$8K 0.01%
500
528
$7K ﹤0.01%
239
529
$7K ﹤0.01%
41
530
$7K ﹤0.01%
212
531
$7K ﹤0.01%
171
532
$7K ﹤0.01%
175
533
$7K ﹤0.01%
76
534
$7K ﹤0.01%
52
535
$7K ﹤0.01%
+252
536
$7K ﹤0.01%
+221
537
$7K ﹤0.01%
301
538
$7K ﹤0.01%
+111
539
$7K ﹤0.01%
233
540
$7K ﹤0.01%
142
541
$7K ﹤0.01%
100
-10
542
$7K ﹤0.01%
500
543
$7K ﹤0.01%
240
544
$6K ﹤0.01%
304
545
$6K ﹤0.01%
146
546
$6K ﹤0.01%
100
547
$6K ﹤0.01%
80
548
$6K ﹤0.01%
2,618
+230
549
$6K ﹤0.01%
57
550
$6K ﹤0.01%
112