BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
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
+$8.97M
2
+$472K
3
+$445K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$400K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$400K

Top Sells

1
+$311K
2
+$206K
3
+$202K
4
PATK icon
Patrick Industries
PATK
+$176K
5
XOM icon
Exxon Mobil
XOM
+$103K

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
751
$2K ﹤0.01%
20
752
$1K ﹤0.01%
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753
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754
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1
755
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20
756
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13
757
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42
758
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45
759
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761
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229
762
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763
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764
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765
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766
$1K ﹤0.01%
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767
$1K ﹤0.01%
8
768
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769
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770
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7
771
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772
$1K ﹤0.01%
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773
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23
774
$1K ﹤0.01%
16
775
$1K ﹤0.01%
20
29 30
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32 33