BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$921K
2
+$465K
3
+$367K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$264K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$307K
3
+$118K
4
XOM icon
Exxon Mobil
XOM
+$88.7K
5
AAPL icon
Apple
AAPL
+$80.1K

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
601
$15K ﹤0.01%
756
602
$14K ﹤0.01%
90
+45
603
$14K ﹤0.01%
280
-18
604
$14K ﹤0.01%
323
605
$14K ﹤0.01%
400
606
$14K ﹤0.01%
263
607
$14K ﹤0.01%
63
608
$14K ﹤0.01%
285
609
$14K ﹤0.01%
75
-57
610
$14K ﹤0.01%
179
611
$14K ﹤0.01%
268
612
$14K ﹤0.01%
268
613
$13K ﹤0.01%
168
614
$13K ﹤0.01%
49
-8
615
$13K ﹤0.01%
165
+25
616
$13K ﹤0.01%
160
617
$13K ﹤0.01%
542
618
$13K ﹤0.01%
89
-25
619
$13K ﹤0.01%
281
-12
620
$13K ﹤0.01%
223
621
$13K ﹤0.01%
159
622
$13K ﹤0.01%
519
623
$13K ﹤0.01%
54
624
$13K ﹤0.01%
130
625
$13K ﹤0.01%
200
-32
23 24
25
26 27