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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.33%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
+165
602
$3K ﹤0.01%
60
603
$3K ﹤0.01%
79
604
$2K ﹤0.01%
+46
605
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42
606
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35
-42
607
$2K ﹤0.01%
325
608
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34
609
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610
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611
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612
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+2
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614
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45
615
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95
616
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96
617
$2K ﹤0.01%
112
618
$2K ﹤0.01%
63
-616
619
$2K ﹤0.01%
500
620
$2K ﹤0.01%
22
621
$2K ﹤0.01%
115
622
$2K ﹤0.01%
3
623
$2K ﹤0.01%
71
624
$2K ﹤0.01%
85
-100
625
$2K ﹤0.01%
80
-91
23 24
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