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
726
$7K ﹤0.01%
66
727
$7K ﹤0.01%
104
728
$7K ﹤0.01%
+108
729
$7K ﹤0.01%
300
730
$7K ﹤0.01%
16
731
$7K ﹤0.01%
125
+50
732
$7K ﹤0.01%
+100
733
$7K ﹤0.01%
48
734
$7K ﹤0.01%
+200
735
$7K ﹤0.01%
225
736
$7K ﹤0.01%
78
737
$7K ﹤0.01%
40
-53
738
$7K ﹤0.01%
144
739
$7K ﹤0.01%
+180
740
$6K ﹤0.01%
93
-17
741
$6K ﹤0.01%
180
742
$6K ﹤0.01%
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743
$6K ﹤0.01%
168
744
$6K ﹤0.01%
24
745
$6K ﹤0.01%
55
-38
746
$6K ﹤0.01%
395
747
$6K ﹤0.01%
450
+350
748
$6K ﹤0.01%
76
-8
749
$6K ﹤0.01%
18
-3
750
$6K ﹤0.01%
65
28 29
30
31 32