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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$470K
3
+$441K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$401K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$400K

Top Sells

1
+$309K
2
+$200K
3
+$199K
4
PATK icon
Patrick Industries
PATK
+$184K
5
XOM icon
Exxon Mobil
XOM
+$123K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
50
602
$5K ﹤0.01%
41
603
$5K ﹤0.01%
212
604
$5K ﹤0.01%
45
605
$5K ﹤0.01%
160
606
$5K ﹤0.01%
46
607
$5K ﹤0.01%
1,000
608
$5K ﹤0.01%
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610
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+4
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436
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$5K ﹤0.01%
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$5K ﹤0.01%
25
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$5K ﹤0.01%
41
617
$5K ﹤0.01%
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+1
618
$5K ﹤0.01%
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619
$5K ﹤0.01%
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620
$5K ﹤0.01%
1,673
621
$5K ﹤0.01%
100
622
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85
623
$5K ﹤0.01%
4
624
$5K ﹤0.01%
200
625
$5K ﹤0.01%
500
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