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
651
$1K ﹤0.01%
27
652
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653
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654
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655
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22
656
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37
-42
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658
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10
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664
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665
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390
667
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40
668
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81
669
$1K ﹤0.01%
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670
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+90
671
$1K ﹤0.01%
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672
$1K ﹤0.01%
20
673
$0 ﹤0.01%
1
674
$0 ﹤0.01%
2
675
$0 ﹤0.01%
26
25 26
27
28 29