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
$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
851
$3K ﹤0.01%
17
852
$3K ﹤0.01%
81
853
$3K ﹤0.01%
20
-78
854
$3K ﹤0.01%
132
+7
855
$3K ﹤0.01%
73
-93
856
$3K ﹤0.01%
100
857
$3K ﹤0.01%
26
858
$3K ﹤0.01%
200
859
$3K ﹤0.01%
350
860
$3K ﹤0.01%
1,480
861
$3K ﹤0.01%
300
862
$3K ﹤0.01%
40
863
$3K ﹤0.01%
327
864
$3K ﹤0.01%
101
865
$2K ﹤0.01%
22
866
$2K ﹤0.01%
15
-27
867
$2K ﹤0.01%
+30
868
$2K ﹤0.01%
63
869
$2K ﹤0.01%
15
870
$2K ﹤0.01%
14
871
$2K ﹤0.01%
25
872
$2K ﹤0.01%
+90
873
$2K ﹤0.01%
139
874
$2K ﹤0.01%
3
875
$2K ﹤0.01%
15
33 34
35
36 37