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
$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
826
$3K ﹤0.01%
+300
827
$3K ﹤0.01%
165
828
$3K ﹤0.01%
150
829
$3K ﹤0.01%
+65
830
$2K ﹤0.01%
46
831
$2K ﹤0.01%
66
832
$2K ﹤0.01%
8
833
$2K ﹤0.01%
14
834
$2K ﹤0.01%
139
835
$2K ﹤0.01%
45
836
$2K ﹤0.01%
3
837
$2K ﹤0.01%
150
838
$2K ﹤0.01%
12
839
$2K ﹤0.01%
15
840
$2K ﹤0.01%
9
841
$2K ﹤0.01%
15
842
$2K ﹤0.01%
+12
843
$2K ﹤0.01%
8
844
$2K ﹤0.01%
26
845
$2K ﹤0.01%
25
846
$2K ﹤0.01%
25
847
$2K ﹤0.01%
33
848
$2K ﹤0.01%
20
849
$2K ﹤0.01%
20
850
$2K ﹤0.01%
38
32 33
34
35 36