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

Top Buys

1
+$645K
2
+$558K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$254K
5
AMZN icon
Amazon
AMZN
+$214K

Top Sells

1
+$634K
2
+$485K
3
+$116K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$116K
5
GLD icon
SPDR Gold Trust
GLD
+$106K

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%
60
602
$3K ﹤0.01%
79
603
$2K ﹤0.01%
85
-100
604
$2K ﹤0.01%
80
-91
605
$2K ﹤0.01%
201
606
$2K ﹤0.01%
137
607
$2K ﹤0.01%
45
608
$2K ﹤0.01%
25
609
$2K ﹤0.01%
25
610
$2K ﹤0.01%
37
-44
611
$2K ﹤0.01%
35
-42
612
$2K ﹤0.01%
42
613
$2K ﹤0.01%
25
-36
614
$2K ﹤0.01%
53
615
$2K ﹤0.01%
325
616
$2K ﹤0.01%
34
617
$2K ﹤0.01%
+37
618
$2K ﹤0.01%
53
619
$2K ﹤0.01%
21
620
$2K ﹤0.01%
+2
621
$2K ﹤0.01%
100
622
$2K ﹤0.01%
45
623
$2K ﹤0.01%
95
624
$2K ﹤0.01%
96
625
$2K ﹤0.01%
112
23 24
25
26 27