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
676
$10K ﹤0.01%
342
677
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1,000
678
$10K ﹤0.01%
195
679
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398
680
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200
681
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682
$9K ﹤0.01%
149
683
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684
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36
+20
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$9K ﹤0.01%
700
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74
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166
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695
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301
+1
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+145
697
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98
698
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63
-7
699
$9K ﹤0.01%
925
700
$9K ﹤0.01%
642