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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
749
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$134K
3
+$126K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$114K
5
DIS icon
Walt Disney
DIS
+$103K

Top Sells

1
+$873K
2
+$399K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$247K

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
676
$1K ﹤0.01%
79
677
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-1,000
678
– –
-37
679
$0 ﹤0.01%
11
680
– –
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681
$0 ﹤0.01%
2
682
$0 ﹤0.01%
19
-536
683
– –
-4,441
684
$0 ﹤0.01%
1
685
– –
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686
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687
$0 ﹤0.01%
2
688
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689
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690
$0 ﹤0.01%
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693
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$0 ﹤0.01%
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696
$0 ﹤0.01%
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697
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0
698
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700
$0 ﹤0.01%
+7
26 27
28
29 30