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
551
$5K ﹤0.01%
+92
552
$5K ﹤0.01%
+270
553
$5K ﹤0.01%
+87
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
+142
556
$5K ﹤0.01%
+391
557
$5K ﹤0.01%
+100
558
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+4
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560
$5K ﹤0.01%
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561
$4K ﹤0.01%
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562
$4K ﹤0.01%
+295
563
$4K ﹤0.01%
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564
$4K ﹤0.01%
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565
$4K ﹤0.01%
+366
566
$4K ﹤0.01%
+15
567
$4K ﹤0.01%
+34
568
$4K ﹤0.01%
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569
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570
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+63
571
$4K ﹤0.01%
+30
572
$4K ﹤0.01%
+123
573
$4K ﹤0.01%
+124
574
$4K ﹤0.01%
+138
575
$4K ﹤0.01%
+50
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