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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
901
$2K ﹤0.01%
+448
902
$2K ﹤0.01%
+125
903
$2K ﹤0.01%
15
904
$2K ﹤0.01%
22
905
$2K ﹤0.01%
66
-200
906
$1K ﹤0.01%
53
907
$1K ﹤0.01%
16
908
$1K ﹤0.01%
100
909
$1K ﹤0.01%
17
910
$1K ﹤0.01%
16
911
$1K ﹤0.01%
33
912
$1K ﹤0.01%
16
-17
913
$1K ﹤0.01%
156
914
$1K ﹤0.01%
266
915
$1K ﹤0.01%
45
916
$1K ﹤0.01%
13
917
$1K ﹤0.01%
12
918
$1K ﹤0.01%
20
919
$1K ﹤0.01%
+31
920
$1K ﹤0.01%
12
921
$1K ﹤0.01%
+19
922
$1K ﹤0.01%
+20
923
$1K ﹤0.01%
+18
924
$1K ﹤0.01%
16
925
$1K ﹤0.01%
20
-116
35 36
37
38 39