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
626
$2K ﹤0.01%
25
-36
627
$2K ﹤0.01%
53
628
$2K ﹤0.01%
201
629
$2K ﹤0.01%
137
630
$2K ﹤0.01%
45
631
$2K ﹤0.01%
25
632
$2K ﹤0.01%
25
633
$2K ﹤0.01%
37
-44
634
$1K ﹤0.01%
20
635
$1K ﹤0.01%
15
-100
636
$1K ﹤0.01%
+4
637
$1K ﹤0.01%
1
638
$1K ﹤0.01%
94
639
$1K ﹤0.01%
22
640
$1K ﹤0.01%
134
641
$1K ﹤0.01%
8
-26
642
$1K ﹤0.01%
22
643
$1K ﹤0.01%
40
644
$1K ﹤0.01%
7
645
$1K ﹤0.01%
45
646
$1K ﹤0.01%
20
647
$1K ﹤0.01%
16
648
$1K ﹤0.01%
27
649
$1K ﹤0.01%
49
650
$1K ﹤0.01%
13
24 25
26
27 28