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
751
$6K ﹤0.01%
120
752
$6K ﹤0.01%
472
+450
753
$6K ﹤0.01%
200
754
$6K ﹤0.01%
158
-15
755
$5K ﹤0.01%
350
-100
756
$5K ﹤0.01%
33
757
$5K ﹤0.01%
+8
758
$5K ﹤0.01%
41
759
$5K ﹤0.01%
200
760
$5K ﹤0.01%
200
761
$5K ﹤0.01%
98
762
$5K ﹤0.01%
136
-24
763
$5K ﹤0.01%
10
+3
764
$5K ﹤0.01%
59
765
$5K ﹤0.01%
108
766
$5K ﹤0.01%
85
767
$5K ﹤0.01%
15
768
$5K ﹤0.01%
+9
769
$5K ﹤0.01%
104
770
$5K ﹤0.01%
+329
771
$5K ﹤0.01%
+100
772
$5K ﹤0.01%
36
773
$5K ﹤0.01%
75
774
$5K ﹤0.01%
69
775
$5K ﹤0.01%
22
29 30
31
32 33