BFC
Bedel Financial Consulting Portfolio holdings
AUM
$783M
1-Year Est. Return
4.84%
1 Year Est. Return
+4.84%
AUM
$318M
AUM Growth
-$3.29M
(-1%)
Holding
1,115
Top Buys
| 1 | +$921K | |
| 2 | +$465K | |
| 3 | +$367K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$264K |
| 5 |
Intel
INTC
|
+$249K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$307K | |
| 3 | +$118K | |
| 4 |
Exxon Mobil
XOM
|
+$88.7K |
| 5 |
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% |