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
626
$2K ﹤0.01%
137
627
$2K ﹤0.01%
45
628
$2K ﹤0.01%
25
629
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25
630
$2K ﹤0.01%
37
-44
631
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35
-42
632
$2K ﹤0.01%
42
633
$1K ﹤0.01%
+16
634
$1K ﹤0.01%
20
635
$1K ﹤0.01%
15
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636
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+4
637
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1
638
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639
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640
$1K ﹤0.01%
48
641
$1K ﹤0.01%
94
642
$1K ﹤0.01%
22
643
$1K ﹤0.01%
134
644
$1K ﹤0.01%
8
-26
645
$1K ﹤0.01%
22
646
$1K ﹤0.01%
40
647
$1K ﹤0.01%
7
648
$1K ﹤0.01%
45
649
$1K ﹤0.01%
20
650
$1K ﹤0.01%
16
24 25
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27 28