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
$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%
69
552
$5K ﹤0.01%
92
553
$5K ﹤0.01%
4
554
$5K ﹤0.01%
+50
555
$5K ﹤0.01%
904
+573
556
$5K ﹤0.01%
255
-18
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$5K ﹤0.01%
+75
558
$5K ﹤0.01%
+319
559
$4K ﹤0.01%
304
560
$4K ﹤0.01%
74
561
$4K ﹤0.01%
170
562
$4K ﹤0.01%
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564
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102
565
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125
566
$4K ﹤0.01%
76
567
$4K ﹤0.01%
124
568
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120
569
$4K ﹤0.01%
430
570
$4K ﹤0.01%
50
571
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63
572
$4K ﹤0.01%
53
-32
573
$4K ﹤0.01%
41
574
$4K ﹤0.01%
+3
575
$4K ﹤0.01%
100
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