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BFC

Bedel Financial Consulting Portfolio holdings

AUM $870M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
826
$3K ﹤0.01%
8
827
$3K ﹤0.01%
25
828
$3K ﹤0.01%
120
829
$3K ﹤0.01%
80
830
$3K ﹤0.01%
34
831
$3K ﹤0.01%
30
832
$3K ﹤0.01%
13
833
$3K ﹤0.01%
+400
834
$3K ﹤0.01%
+51
835
$3K ﹤0.01%
11
836
$3K ﹤0.01%
80
837
$3K ﹤0.01%
27
838
$3K ﹤0.01%
33
-5
839
$3K ﹤0.01%
19
840
$3K ﹤0.01%
26
841
$3K ﹤0.01%
37
-26
842
$3K ﹤0.01%
88
843
$3K ﹤0.01%
46
844
$3K ﹤0.01%
25
845
$3K ﹤0.01%
15
846
$3K ﹤0.01%
22
847
$3K ﹤0.01%
96
848
$3K ﹤0.01%
17
849
$3K ﹤0.01%
81
850
$3K ﹤0.01%
20
-78
32 33
34
35 36