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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
27
652
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49
653
$1K ﹤0.01%
41
654
$1K ﹤0.01%
49
655
$1K ﹤0.01%
13
656
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9
657
$1K ﹤0.01%
22
658
$1K ﹤0.01%
37
659
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120
660
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42
661
$1K ﹤0.01%
10
662
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29
663
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664
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46
665
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50
666
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50
667
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81
668
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669
$1K ﹤0.01%
390
670
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27
-65
671
$1K ﹤0.01%
10
672
$1K ﹤0.01%
3
673
$1K ﹤0.01%
79
674
$1K ﹤0.01%
95
675
$1K ﹤0.01%
20
25 26
27
28 29