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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
$259M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$1.01M
3
+$616K
4
JNJ icon
Johnson & Johnson
JNJ
+$580K
5
XOM icon
Exxon Mobil
XOM
+$550K

Top Sells

1
+$12.1M
2
+$497K
3
+$381K
4
TGT icon
Target
TGT
+$209K
5
LLY icon
Eli Lilly
LLY
+$199K

Sector Composition

1 Healthcare 29%
2 Technology 11.21%
3 Financials 6.56%
4 Consumer Discretionary 5.41%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
78
752
$5K ﹤0.01%
58
+5
753
$5K ﹤0.01%
100
754
$5K ﹤0.01%
+167
755
$5K ﹤0.01%
+500
756
$5K ﹤0.01%
70
757
$5K ﹤0.01%
+297
758
$5K ﹤0.01%
170
759
$5K ﹤0.01%
+200
760
$5K ﹤0.01%
65
761
$4K ﹤0.01%
33
762
$4K ﹤0.01%
45
763
$4K ﹤0.01%
+100
764
$4K ﹤0.01%
95
765
$4K ﹤0.01%
18
766
$4K ﹤0.01%
75
767
$4K ﹤0.01%
22
768
$4K ﹤0.01%
+94
769
$4K ﹤0.01%
93
770
$4K ﹤0.01%
25
771
$4K ﹤0.01%
51
772
$4K ﹤0.01%
120
773
$4K ﹤0.01%
200
774
$4K ﹤0.01%
136
775
$4K ﹤0.01%
102
29 30
31
32 33