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
51
$925K 0.29%
4,946
-66
52
$916K 0.29%
4,875
53
$907K 0.29%
6,737
-23
54
$902K 0.28%
2,173
+1
55
$899K 0.28%
8,293
+41
56
$871K 0.27%
3,136
+145
57
$864K 0.27%
9,600
58
$843K 0.26%
4,026
59
$802K 0.25%
24,610
+4,362
60
$777K 0.24%
92,552
-14,000
61
$736K 0.23%
21,697
62
$695K 0.22%
10,355
+1
63
$680K 0.21%
3,060
-30
64
$672K 0.21%
3,161
+8
65
$670K 0.21%
5,440
66
$664K 0.21%
17,730
67
$648K 0.2%
44,302
+978
68
$641K 0.2%
36,021
-555
69
$635K 0.2%
11,944
-254
70
$632K 0.2%
27,412
71
$613K 0.19%
20,097
72
$602K 0.19%
21,879
73
$582K 0.18%
17,099
74
$578K 0.18%
13,053
-47
75
$577K 0.18%
14,005
-1,541
1 2
3
4 5