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
776
$5K ﹤0.01%
+200
777
$5K ﹤0.01%
305
-237
778
$5K ﹤0.01%
21
+16
779
$5K ﹤0.01%
103
+88
780
$5K ﹤0.01%
167
781
$5K ﹤0.01%
938
782
$4K ﹤0.01%
81
783
$4K ﹤0.01%
25
784
$4K ﹤0.01%
51
785
$4K ﹤0.01%
83
+23
786
$4K ﹤0.01%
+23
787
$4K ﹤0.01%
10
+8
788
$4K ﹤0.01%
170
789
$4K ﹤0.01%
229
790
$4K ﹤0.01%
48
791
$4K ﹤0.01%
108
792
$4K ﹤0.01%
100
793
$4K ﹤0.01%
102
794
$4K ﹤0.01%
23
795
$4K ﹤0.01%
149
796
$4K ﹤0.01%
146
797
$4K ﹤0.01%
35
798
$4K ﹤0.01%
118
+116
799
$4K ﹤0.01%
8
800
$4K ﹤0.01%
+110
30 31
32
33 34