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
826
$3K ﹤0.01%
18
-9
827
$3K ﹤0.01%
101
828
$3K ﹤0.01%
+210
829
$3K ﹤0.01%
8
830
$3K ﹤0.01%
25
831
$3K ﹤0.01%
120
832
$3K ﹤0.01%
80
833
$3K ﹤0.01%
34
834
$3K ﹤0.01%
30
835
$3K ﹤0.01%
13
836
$3K ﹤0.01%
+400
837
$3K ﹤0.01%
+51
838
$3K ﹤0.01%
11
839
$3K ﹤0.01%
80
840
$3K ﹤0.01%
27
841
$3K ﹤0.01%
33
-5
842
$3K ﹤0.01%
19
843
$3K ﹤0.01%
26
844
$3K ﹤0.01%
37
-26
845
$3K ﹤0.01%
88
846
$3K ﹤0.01%
46
847
$3K ﹤0.01%
15
848
$3K ﹤0.01%
22
849
$3K ﹤0.01%
96
850
$3K ﹤0.01%
17
32 33
34
35 36