We are live on ! Find out more
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
876
$2K ﹤0.01%
21
877
$2K ﹤0.01%
11
878
$2K ﹤0.01%
+50
879
$2K ﹤0.01%
20
880
$2K ﹤0.01%
+40
881
$2K ﹤0.01%
49
882
$2K ﹤0.01%
50
883
$2K ﹤0.01%
15
-27
884
$2K ﹤0.01%
+30
885
$2K ﹤0.01%
+21
886
$2K ﹤0.01%
12
887
$2K ﹤0.01%
95
-36
888
$2K ﹤0.01%
52
889
$2K ﹤0.01%
+18
890
$2K ﹤0.01%
+125
891
$2K ﹤0.01%
22
892
$2K ﹤0.01%
85
893
$2K ﹤0.01%
93
-114
894
$2K ﹤0.01%
500
895
$2K ﹤0.01%
63
896
$2K ﹤0.01%
+80
897
$2K ﹤0.01%
30
898
$2K ﹤0.01%
+215
899
$2K ﹤0.01%
100
900
$2K ﹤0.01%
61
34 35
36
37 38