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
951
$1K ﹤0.01%
81
952
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38
953
$1K ﹤0.01%
+127
954
$1K ﹤0.01%
19
955
$1K ﹤0.01%
95
956
$1K ﹤0.01%
44
957
$1K ﹤0.01%
45
958
$1K ﹤0.01%
42
959
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100
960
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7
961
– –
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962
$0 ﹤0.01%
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963
$0 ﹤0.01%
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964
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965
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967
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968
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969
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970
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$0 ﹤0.01%
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$0 ﹤0.01%
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975
$0 ﹤0.01%
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37 38
39
40 41