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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
726
$2K ﹤0.01%
500
727
$2K ﹤0.01%
400
728
$2K ﹤0.01%
10
729
$2K ﹤0.01%
81
730
$2K ﹤0.01%
12
731
$2K ﹤0.01%
275
732
$2K ﹤0.01%
120
733
$2K ﹤0.01%
63
734
$2K ﹤0.01%
10
735
$2K ﹤0.01%
57
736
$2K ﹤0.01%
+30
737
$2K ﹤0.01%
11
738
$2K ﹤0.01%
102
739
$2K ﹤0.01%
17
740
$2K ﹤0.01%
12
741
$2K ﹤0.01%
+160
742
$2K ﹤0.01%
21
743
$2K ﹤0.01%
115
744
$2K ﹤0.01%
33
745
$2K ﹤0.01%
34
746
$2K ﹤0.01%
+30
747
$2K ﹤0.01%
100
748
$2K ﹤0.01%
20
749
$2K ﹤0.01%
139
750
$2K ﹤0.01%
81
28 29
30
31 32