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
676
$10K ﹤0.01%
1,164
677
$10K ﹤0.01%
570
678
$10K ﹤0.01%
1,000
679
$10K ﹤0.01%
200
680
$10K ﹤0.01%
398
681
$9K ﹤0.01%
56
682
$9K ﹤0.01%
129
+38
683
$9K ﹤0.01%
155
+132
684
$9K ﹤0.01%
+209
685
$9K ﹤0.01%
149
686
$9K ﹤0.01%
146
687
$9K ﹤0.01%
74
688
$9K ﹤0.01%
166
+123
689
$9K ﹤0.01%
100
690
$9K ﹤0.01%
248
691
$9K ﹤0.01%
82
692
$9K ﹤0.01%
36
+20
693
$9K ﹤0.01%
700
694
$9K ﹤0.01%
121
695
$9K ﹤0.01%
301
+1
696
$9K ﹤0.01%
98
697
$9K ﹤0.01%
63
-7
698
$9K ﹤0.01%
925
699
$9K ﹤0.01%
642
700
$9K ﹤0.01%
+145
26 27
28
29 30