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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$6K ﹤0.01%
650
552
$6K ﹤0.01%
100
553
$6K ﹤0.01%
61
554
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99
555
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318
556
$6K ﹤0.01%
+84
557
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196
558
$6K ﹤0.01%
120
-7
559
$6K ﹤0.01%
45
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$6K ﹤0.01%
69
561
$5K ﹤0.01%
167
+133
562
$5K ﹤0.01%
136
563
$5K ﹤0.01%
+100
564
$5K ﹤0.01%
74
565
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178
+18
566
$5K ﹤0.01%
30
567
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125
568
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569
$5K ﹤0.01%
114
570
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120
571
$5K ﹤0.01%
430
572
$5K ﹤0.01%
75
573
$5K ﹤0.01%
63
574
$5K ﹤0.01%
53
575
$5K ﹤0.01%
41