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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
801
$3K ﹤0.01%
+104
802
$3K ﹤0.01%
57
-16
803
$3K ﹤0.01%
200
804
$3K ﹤0.01%
48
805
$3K ﹤0.01%
15
806
$3K ﹤0.01%
34
807
$3K ﹤0.01%
30
808
$3K ﹤0.01%
95
809
$3K ﹤0.01%
27
810
$3K ﹤0.01%
33
-18
811
$3K ﹤0.01%
10
812
$3K ﹤0.01%
40
813
$3K ﹤0.01%
96
814
$3K ﹤0.01%
81
815
$3K ﹤0.01%
12
816
$3K ﹤0.01%
20
817
$3K ﹤0.01%
275
818
$3K ﹤0.01%
120
819
$3K ﹤0.01%
60
-164
820
$3K ﹤0.01%
63
821
$3K ﹤0.01%
10
822
$3K ﹤0.01%
30
823
$3K ﹤0.01%
26
824
$3K ﹤0.01%
12
825
$3K ﹤0.01%
+100
31 32
33
34 35