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
651
$11K ﹤0.01%
833
652
$11K ﹤0.01%
243
653
$11K ﹤0.01%
+411
654
$11K ﹤0.01%
430
655
$11K ﹤0.01%
54
656
$11K ﹤0.01%
341
657
$11K ﹤0.01%
51
658
$11K ﹤0.01%
+1,600
659
$11K ﹤0.01%
+150
660
$11K ﹤0.01%
333
661
$11K ﹤0.01%
+19
662
$10K ﹤0.01%
75
-14
663
$10K ﹤0.01%
15
664
$10K ﹤0.01%
1,164
665
$10K ﹤0.01%
98
-27
666
$10K ﹤0.01%
570
667
$10K ﹤0.01%
1,000
668
$10K ﹤0.01%
200
669
$10K ﹤0.01%
163
670
$10K ﹤0.01%
225
671
$10K ﹤0.01%
142
+72
672
$10K ﹤0.01%
62
673
$10K ﹤0.01%
+182
674
$10K ﹤0.01%
100
-23
675
$10K ﹤0.01%
200
25 26
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