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
551
$5K ﹤0.01%
57
552
$5K ﹤0.01%
69
553
$5K ﹤0.01%
92
554
$5K ﹤0.01%
4
555
$5K ﹤0.01%
+50
556
$5K ﹤0.01%
904
+573
557
$5K ﹤0.01%
255
-18
558
$5K ﹤0.01%
+75
559
$5K ﹤0.01%
+319
560
$4K ﹤0.01%
304
561
$4K ﹤0.01%
74
562
$4K ﹤0.01%
170
563
$4K ﹤0.01%
178
564
$4K ﹤0.01%
116
565
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102
566
$4K ﹤0.01%
125
567
$4K ﹤0.01%
76
568
$4K ﹤0.01%
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569
$4K ﹤0.01%
120
570
$4K ﹤0.01%
430
571
$4K ﹤0.01%
50
572
$4K ﹤0.01%
63
573
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100
574
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66
575
$4K ﹤0.01%
158
+58
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