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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
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$470K
3
+$441K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$401K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$400K

Top Sells

1
+$309K
2
+$200K
3
+$199K
4
PATK icon
Patrick Industries
PATK
+$184K
5
XOM icon
Exxon Mobil
XOM
+$123K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
9
+4
677
$3K ﹤0.01%
8
678
$3K ﹤0.01%
+4
679
$3K ﹤0.01%
194
680
$3K ﹤0.01%
499
681
$3K ﹤0.01%
49
682
$3K ﹤0.01%
65
683
$3K ﹤0.01%
104
684
$3K ﹤0.01%
12
685
$3K ﹤0.01%
75
686
$3K ﹤0.01%
95
687
$3K ﹤0.01%
15
-10
688
$3K ﹤0.01%
100
689
$3K ﹤0.01%
+12
690
$3K ﹤0.01%
289
691
$3K ﹤0.01%
15
692
$2K ﹤0.01%
15
693
$2K ﹤0.01%
120
-1,319
694
$2K ﹤0.01%
200
-200
695
$2K ﹤0.01%
12
696
$2K ﹤0.01%
+15
697
$2K ﹤0.01%
391
698
$2K ﹤0.01%
30
699
$2K ﹤0.01%
45
700
$2K ﹤0.01%
+15
26 27
28
29 30