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
751
$6K ﹤0.01%
472
+450
752
$6K ﹤0.01%
200
753
$6K ﹤0.01%
158
-15
754
$6K ﹤0.01%
120
755
$5K ﹤0.01%
15
756
$5K ﹤0.01%
+9
757
$5K ﹤0.01%
104
758
$5K ﹤0.01%
+200
759
$5K ﹤0.01%
305
-237
760
$5K ﹤0.01%
350
-100
761
$5K ﹤0.01%
33
762
$5K ﹤0.01%
+8
763
$5K ﹤0.01%
41
764
$5K ﹤0.01%
200
765
$5K ﹤0.01%
200
766
$5K ﹤0.01%
98
767
$5K ﹤0.01%
136
-24
768
$5K ﹤0.01%
10
+3
769
$5K ﹤0.01%
59
770
$5K ﹤0.01%
108
771
$5K ﹤0.01%
85
772
$5K ﹤0.01%
+329
773
$5K ﹤0.01%
+100
774
$5K ﹤0.01%
75
775
$5K ﹤0.01%
69
29 30
31
32 33