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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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 +$645K
2 +$558K
3 +$379K
4
DD icon
DuPont de Nemours
DD
+$254K
5
AMZN icon
Amazon
AMZN
+$214K

Top Sells

1 +$634K
2 +$485K
3 +$116K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$116K
5
GLD icon
SPDR Gold Trust
GLD
+$106K

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
551
$5K ﹤0.01%
2,388
552
$5K ﹤0.01%
57
553
$5K ﹤0.01%
69
554
$5K ﹤0.01%
92
555
$5K ﹤0.01%
4
556
$5K ﹤0.01%
+50
557
$5K ﹤0.01%
904
+573
558
$5K ﹤0.01%
255
-18
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$4K ﹤0.01%
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102
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566
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50
567
$4K ﹤0.01%
63
568
$4K ﹤0.01%
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570
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572
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573
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158
+58
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$4K ﹤0.01%
155
+1
575
$4K ﹤0.01%
92