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
876
$2K ﹤0.01%
15
877
$2K ﹤0.01%
71
878
$2K ﹤0.01%
57
879
$2K ﹤0.01%
33
880
$2K ﹤0.01%
20
881
$2K ﹤0.01%
21
882
$2K ﹤0.01%
11
883
$2K ﹤0.01%
+50
884
$2K ﹤0.01%
20
885
$2K ﹤0.01%
+40
886
$2K ﹤0.01%
49
887
$2K ﹤0.01%
10
888
$2K ﹤0.01%
15
-27
889
$2K ﹤0.01%
+30
890
$2K ﹤0.01%
+21
891
$2K ﹤0.01%
12
892
$2K ﹤0.01%
95
-36
893
$2K ﹤0.01%
52
894
$2K ﹤0.01%
+125
895
$2K ﹤0.01%
22
896
$2K ﹤0.01%
85
897
$2K ﹤0.01%
93
-114
898
$2K ﹤0.01%
500
899
$2K ﹤0.01%
63
900
$2K ﹤0.01%
+80
34 35
36
37 38