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
$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%
57
552
$6K ﹤0.01%
112
553
$6K ﹤0.01%
650
554
$6K ﹤0.01%
100
555
$6K ﹤0.01%
61
556
$6K ﹤0.01%
99
557
$6K ﹤0.01%
318
558
$6K ﹤0.01%
+84
559
$6K ﹤0.01%
196
560
$6K ﹤0.01%
120
-7
561
$5K ﹤0.01%
50
562
$5K ﹤0.01%
167
+133
563
$5K ﹤0.01%
136
564
$5K ﹤0.01%
+100
565
$5K ﹤0.01%
74
566
$5K ﹤0.01%
178
+18
567
$5K ﹤0.01%
30
568
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125
569
$5K ﹤0.01%
59
570
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114
571
$5K ﹤0.01%
120
572
$5K ﹤0.01%
430
573
$5K ﹤0.01%
75
574
$5K ﹤0.01%
63
575
$5K ﹤0.01%
53