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
801
$4K ﹤0.01%
15
802
$4K ﹤0.01%
35
803
$4K ﹤0.01%
461
804
$4K ﹤0.01%
98
805
$4K ﹤0.01%
95
806
$4K ﹤0.01%
67
807
$4K ﹤0.01%
730
808
$4K ﹤0.01%
12
809
$4K ﹤0.01%
120
810
$4K ﹤0.01%
10
811
$4K ﹤0.01%
57
812
$4K ﹤0.01%
200
813
$4K ﹤0.01%
+23
814
$4K ﹤0.01%
60
815
$4K ﹤0.01%
35
816
$4K ﹤0.01%
25
817
$4K ﹤0.01%
+61
818
$3K ﹤0.01%
13
819
$3K ﹤0.01%
+400
820
$3K ﹤0.01%
127
821
$3K ﹤0.01%
+46
822
$3K ﹤0.01%
89
823
$3K ﹤0.01%
+33
824
$3K ﹤0.01%
34
825
$3K ﹤0.01%
120
31 32
33
34 35