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
701
$9K ﹤0.01%
642
702
$8K ﹤0.01%
37
703
$8K ﹤0.01%
101
704
$8K ﹤0.01%
134
705
$8K ﹤0.01%
200
706
$8K ﹤0.01%
4
707
$8K ﹤0.01%
160
708
$8K ﹤0.01%
35
-11
709
$8K ﹤0.01%
600
710
$8K ﹤0.01%
160
711
$8K ﹤0.01%
160
712
$8K ﹤0.01%
200
-25
713
$8K ﹤0.01%
400
714
$8K ﹤0.01%
40
715
$8K ﹤0.01%
150
716
$8K ﹤0.01%
88
717
$8K ﹤0.01%
500
718
$7K ﹤0.01%
179
+1
719
$7K ﹤0.01%
555
720
$7K ﹤0.01%
404
721
$7K ﹤0.01%
251
+73
722
$7K ﹤0.01%
66
723
$7K ﹤0.01%
104
724
$7K ﹤0.01%
117
+17
725
$7K ﹤0.01%
135
27 28
29
30 31