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
576
$17K 0.01%
+400
577
$17K 0.01%
80
578
$17K 0.01%
200
-201
579
$17K 0.01%
144
580
$17K 0.01%
2,400
581
$16K 0.01%
860
582
$16K 0.01%
284
583
$16K 0.01%
125
584
$16K 0.01%
564
585
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134
586
$16K 0.01%
266
-17
587
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107
588
$16K 0.01%
250
589
$15K ﹤0.01%
900
+500
590
$15K ﹤0.01%
331
591
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1,210
592
$15K ﹤0.01%
200
593
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500
594
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595
$15K ﹤0.01%
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596
$15K ﹤0.01%
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597
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395
598
$15K ﹤0.01%
300
599
$15K ﹤0.01%
60
-12
600
$15K ﹤0.01%
936
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