We are live on ! Find out more
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
951
$1K ﹤0.01%
38
952
$1K ﹤0.01%
95
953
$1K ﹤0.01%
44
954
$1K ﹤0.01%
45
955
$1K ﹤0.01%
42
956
$1K ﹤0.01%
100
957
$1K ﹤0.01%
7
958
$1K ﹤0.01%
+127
959
$1K ﹤0.01%
19
960
$1K ﹤0.01%
10
961
– –
-9
962
– –
-150
963
– –
-1
964
$0 ﹤0.01%
2
965
– –
-890
966
$0 ﹤0.01%
20
967
$0 ﹤0.01%
76
-227
968
$0 ﹤0.01%
6
969
$0 ﹤0.01%
10
970
– –
-5
971
– –
-309
972
– –
-100
973
$0 ﹤0.01%
4
974
– –
-591
975
– –
-192
37 38
39
40 41