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
626
$12K ﹤0.01%
64
-23
627
$12K ﹤0.01%
150
628
$12K ﹤0.01%
78
629
$12K ﹤0.01%
344
-41
630
$12K ﹤0.01%
190
+127
631
$12K ﹤0.01%
100
632
$12K ﹤0.01%
76
633
$12K ﹤0.01%
400
634
$12K ﹤0.01%
423
635
$12K ﹤0.01%
99
636
$11K ﹤0.01%
106
637
$11K ﹤0.01%
100
638
$11K ﹤0.01%
35
-12
639
$11K ﹤0.01%
304
640
$11K ﹤0.01%
217
641
$11K ﹤0.01%
319
642
$11K ﹤0.01%
213
+24
643
$11K ﹤0.01%
337
+172
644
$11K ﹤0.01%
400
645
$11K ﹤0.01%
102
-2
646
$11K ﹤0.01%
1,030
647
$11K ﹤0.01%
+1,300
648
$11K ﹤0.01%
140
-404
649
$11K ﹤0.01%
148
-100
650
$11K ﹤0.01%
736
+10
24 25
26
27 28