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
$318M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$475K
3
+$362K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$270K
3
+$113K
4
CLX icon
Clorox
CLX
+$87.2K
5
XOM icon
Exxon Mobil
XOM
+$83.5K

Sector Composition

1 Healthcare 34.8%
2 Technology 12%
3 Financials 6.1%
4 Consumer Discretionary 4.48%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19K 0.01%
44
552
$19K 0.01%
59
-2
553
$19K 0.01%
504
+132
554
$19K 0.01%
770
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555
$19K 0.01%
267
556
$19K 0.01%
210
557
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105
558
$19K 0.01%
61,000
559
$19K 0.01%
1,568
560
$19K 0.01%
200
-50
561
$18K 0.01%
1,308
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562
$18K 0.01%
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563
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564
$18K 0.01%
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566
$17K 0.01%
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567
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569
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220
573
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551
574
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5,804
575
$17K 0.01%
72
21 22
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