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
101
$487K 0.15%
18,569
+17,729
102
$484K 0.15%
9,510
-66
103
$481K 0.15%
9,208
-240
104
$471K 0.15%
6,450
105
$463K 0.15%
1,731
+1
106
$458K 0.14%
6,272
-46
107
$453K 0.14%
15,943
-1,562
108
$450K 0.14%
3,459
-388
109
$443K 0.14%
14,438
110
$442K 0.14%
3,696
+255
111
$439K 0.14%
16,689
-87
112
$436K 0.14%
1,282
113
$431K 0.14%
3,446
114
$430K 0.14%
13,886
+425
115
$423K 0.13%
4,226
-461
116
$418K 0.13%
4,000
117
$416K 0.13%
2,723
-10
118
$414K 0.13%
14,593
119
$391K 0.12%
6,820
-486
120
$387K 0.12%
21,679
+63
121
$383K 0.12%
9,991
+431
122
$382K 0.12%
5,193
+1
123
$379K 0.12%
12,541
+857
124
$375K 0.12%
1,112
125
$363K 0.11%
1,503
3 4
5
6 7