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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
951
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953
$0 ﹤0.01%
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$0 ﹤0.01%
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955
$0 ﹤0.01%
+4
956
– –
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957
$0 ﹤0.01%
2
958
– –
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959
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960
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961
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$0 ﹤0.01%
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2
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971
$0 ﹤0.01%
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972
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$0 ﹤0.01%
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975
$0 ﹤0.01%
22
-1,000
36 37 38
39
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