BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
926
$1K ﹤0.01%
+19
927
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+20
928
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+18
929
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16
930
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20
-116
931
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30
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932
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41
933
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22
934
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96
-3,464
935
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936
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937
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938
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12
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939
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10
940
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941
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942
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944
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945
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946
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947
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8
948
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+11
949
$1K ﹤0.01%
108
950
$1K ﹤0.01%
23
36 37
38
39 40