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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
$259M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$1.01M
3
+$616K
4
JNJ icon
Johnson & Johnson
JNJ
+$580K
5
XOM icon
Exxon Mobil
XOM
+$550K

Top Sells

1
+$12.1M
2
+$497K
3
+$381K
4
TGT icon
Target
TGT
+$209K
5
LLY icon
Eli Lilly
LLY
+$199K

Sector Composition

1 Healthcare 29%
2 Technology 11.21%
3 Financials 6.56%
4 Consumer Discretionary 5.41%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
+2
902
$1K ﹤0.01%
3
-12
903
$1K ﹤0.01%
248
+17
904
$1K ﹤0.01%
3
905
$1K ﹤0.01%
100
906
$1K ﹤0.01%
+21
907
$1K ﹤0.01%
29
908
$1K ﹤0.01%
80
909
$1K ﹤0.01%
27
910
$1K ﹤0.01%
+40
911
$1K ﹤0.01%
4
912
$1K ﹤0.01%
94
913
$1K ﹤0.01%
19
914
$1K ﹤0.01%
95
915
$1K ﹤0.01%
53
916
$1K ﹤0.01%
+27
917
$1K ﹤0.01%
20
918
$1K ﹤0.01%
13
919
$1K ﹤0.01%
42
920
$1K ﹤0.01%
15
921
$1K ﹤0.01%
+173
922
$1K ﹤0.01%
100
923
$1K ﹤0.01%
81
924
$1K ﹤0.01%
+40
925
$1K ﹤0.01%
38
35 36
37
38 39