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
801
$4K ﹤0.01%
15
802
$4K ﹤0.01%
35
803
$4K ﹤0.01%
461
804
$4K ﹤0.01%
98
805
$4K ﹤0.01%
35
806
$4K ﹤0.01%
95
807
$4K ﹤0.01%
67
808
$4K ﹤0.01%
730
809
$4K ﹤0.01%
12
810
$4K ﹤0.01%
120
811
$4K ﹤0.01%
10
812
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57
813
$4K ﹤0.01%
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814
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+23
815
$4K ﹤0.01%
60
816
$4K ﹤0.01%
35
817
$4K ﹤0.01%
+61
818
$3K ﹤0.01%
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819
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200
820
$3K ﹤0.01%
34
821
$3K ﹤0.01%
120
822
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104
823
$3K ﹤0.01%
55
824
$3K ﹤0.01%
+33
825
$3K ﹤0.01%
15
31 32
33
34 35