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
$318M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$475K
3
+$362K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$262K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$270K
3
+$113K
4
CLX icon
Clorox
CLX
+$87.2K
5
XOM icon
Exxon Mobil
XOM
+$83.5K

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%
736
+10
652
$11K ﹤0.01%
833
653
$11K ﹤0.01%
243
654
$11K ﹤0.01%
+411
655
$11K ﹤0.01%
430
656
$11K ﹤0.01%
54
657
$11K ﹤0.01%
341
658
$11K ﹤0.01%
51
659
$11K ﹤0.01%
+1,600
660
$11K ﹤0.01%
+300
661
$11K ﹤0.01%
333
662
$10K ﹤0.01%
163
663
$10K ﹤0.01%
225
664
$10K ﹤0.01%
98
-27
665
$10K ﹤0.01%
398
666
$10K ﹤0.01%
142
+72
667
$10K ﹤0.01%
62
668
$10K ﹤0.01%
+182
669
$10K ﹤0.01%
100
-23
670
$10K ﹤0.01%
200
671
$10K ﹤0.01%
342
672
$10K ﹤0.01%
1,000
673
$10K ﹤0.01%
195
674
$10K ﹤0.01%
200
675
$10K ﹤0.01%
75
-14
25 26
27
28 29