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
651
$1K ﹤0.01%
22
652
$1K ﹤0.01%
22
653
$1K ﹤0.01%
37
-42
654
$1K ﹤0.01%
36
655
$1K ﹤0.01%
120
656
$1K ﹤0.01%
10
657
$1K ﹤0.01%
29
658
$1K ﹤0.01%
50
659
$1K ﹤0.01%
50
660
$1K ﹤0.01%
18
661
$1K ﹤0.01%
390
662
$1K ﹤0.01%
40
663
$1K ﹤0.01%
81
664
$1K ﹤0.01%
150
665
$1K ﹤0.01%
+90
666
$1K ﹤0.01%
95
667
$1K ﹤0.01%
20
668
$1K ﹤0.01%
+16
669
$1K ﹤0.01%
37
670
$1K ﹤0.01%
20
671
$1K ﹤0.01%
14
672
$1K ﹤0.01%
23
673
$1K ﹤0.01%
48
674
$0 ﹤0.01%
+8
675
$0 ﹤0.01%
29
25 26
27
28 29