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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
35
627
$3K ﹤0.01%
+63
628
$3K ﹤0.01%
144
629
$3K ﹤0.01%
60
630
$3K ﹤0.01%
1,000
631
$3K ﹤0.01%
165
632
$3K ﹤0.01%
240
633
$3K ﹤0.01%
116
634
$3K ﹤0.01%
115
635
$3K ﹤0.01%
30
+10
636
$3K ﹤0.01%
350
-7
637
$3K ﹤0.01%
+91
638
$3K ﹤0.01%
22
639
$3K ﹤0.01%
81
640
$2K ﹤0.01%
+38
641
$2K ﹤0.01%
16
642
$2K ﹤0.01%
+8
643
$2K ﹤0.01%
20
644
$2K ﹤0.01%
15
645
$2K ﹤0.01%
+80
646
$2K ﹤0.01%
+45
647
$2K ﹤0.01%
+134
648
$2K ﹤0.01%
201
649
$2K ﹤0.01%
+100
650
$2K ﹤0.01%
70
24 25
26
27 28