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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.46M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$772K

Top Sells

1
+$1.53M
2
+$469K
3
+$339K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
AMZN icon
Amazon
AMZN
+$130K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.31%
4 Industrials 6.3%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+3
627
$2K ﹤0.01%
+331
628
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+15
629
$2K ﹤0.01%
+200
630
$2K ﹤0.01%
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631
$1K ﹤0.01%
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632
$1K ﹤0.01%
+48
633
$1K ﹤0.01%
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634
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635
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636
$1K ﹤0.01%
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637
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638
$1K ﹤0.01%
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640
$1K ﹤0.01%
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641
$1K ﹤0.01%
+201
642
$1K ﹤0.01%
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643
$1K ﹤0.01%
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644
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645
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646
$1K ﹤0.01%
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647
$1K ﹤0.01%
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648
$1K ﹤0.01%
+14
649
$1K ﹤0.01%
+20
650
$1K ﹤0.01%
+49
24 25
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