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%
+251
827
$3K ﹤0.01%
+300
828
$3K ﹤0.01%
165
829
$3K ﹤0.01%
150
830
$2K ﹤0.01%
46
831
$2K ﹤0.01%
66
832
$2K ﹤0.01%
8
833
$2K ﹤0.01%
12
834
$2K ﹤0.01%
15
835
$2K ﹤0.01%
9
836
$2K ﹤0.01%
15
837
$2K ﹤0.01%
+12
838
$2K ﹤0.01%
25
839
$2K ﹤0.01%
25
840
$2K ﹤0.01%
33
841
$2K ﹤0.01%
20
842
$2K ﹤0.01%
15
843
$2K ﹤0.01%
22
844
$2K ﹤0.01%
85
845
$2K ﹤0.01%
32
846
$2K ﹤0.01%
57
847
– –
0
848
$2K ﹤0.01%
17
849
$2K ﹤0.01%
119
850
$2K ﹤0.01%
61
32 33
34
35 36