BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
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
+$921K
2
+$465K
3
+$367K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$264K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.06M
2
+$307K
3
+$118K
4
XOM icon
Exxon Mobil
XOM
+$88.7K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.18%
19,626
+1,170
77
$572K 0.18%
5,415
78
$569K 0.18%
4,575
+15
79
$559K 0.18%
5,559
+6
80
$545K 0.17%
1,109
-7
81
$536K 0.17%
2,415
-25
82
$536K 0.17%
4,802
-380
83
$534K 0.17%
6,838
84
$530K 0.17%
4,136
85
$528K 0.17%
5,808
-51
86
$526K 0.17%
19,270
-490
87
$525K 0.17%
10,740
88
$522K 0.16%
5,560
-31
89
$520K 0.16%
903
+43
90
$510K 0.16%
1,001
-26
91
$509K 0.16%
2,100
92
$509K 0.16%
2,396
-249
93
$508K 0.16%
5,127
-39
94
$504K 0.16%
28,104
+864
95
$504K 0.16%
2,866
+61
96
$501K 0.16%
2,078
-4
97
$496K 0.16%
9,493
+153
98
$491K 0.15%
4,620
99
$489K 0.15%
5,965
100
$489K 0.15%
1,789
-18
2 3
4
5 6