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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
776
$4K ﹤0.01%
149
777
$4K ﹤0.01%
55
778
$4K ﹤0.01%
8
779
$4K ﹤0.01%
+46
780
$4K ﹤0.01%
80
-88
781
– –
0
782
$4K ﹤0.01%
80
-50
783
$4K ﹤0.01%
19
-2
784
$4K ﹤0.01%
16
785
$4K ﹤0.01%
+200
786
$4K ﹤0.01%
60
787
$4K ﹤0.01%
3
788
$4K ﹤0.01%
1,000
789
$4K ﹤0.01%
40
790
$4K ﹤0.01%
139
+24
791
$3K ﹤0.01%
266
792
$3K ﹤0.01%
108
+48
793
$3K ﹤0.01%
32
794
$3K ﹤0.01%
71
795
$3K ﹤0.01%
80
796
$3K ﹤0.01%
7
-2
797
$3K ﹤0.01%
174
-325
798
$3K ﹤0.01%
49
799
$3K ﹤0.01%
150
800
$3K ﹤0.01%
+65
30 31
32
33 34