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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$134K
3
+$126K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$114K
5
DIS icon
Walt Disney
DIS
+$103K

Top Sells

1
+$873K
2
+$399K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
142
552
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-626
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304
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555
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74
556
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-18
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30
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321
+2
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565
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25
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569
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571
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572
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+2
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50
574
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+114
575
$4K ﹤0.01%
165
+1
21 22
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