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
726
$7K ﹤0.01%
300
727
$7K ﹤0.01%
16
728
$7K ﹤0.01%
+100
729
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40
-53
730
$7K ﹤0.01%
404
731
$7K ﹤0.01%
+108
732
$7K ﹤0.01%
125
+50
733
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48
734
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+200
735
$7K ﹤0.01%
225
736
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179
+1
737
$7K ﹤0.01%
78
738
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144
739
$7K ﹤0.01%
+180
740
$6K ﹤0.01%
24
741
$6K ﹤0.01%
93
-17
742
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743
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744
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168
745
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-38
746
$6K ﹤0.01%
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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
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