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
126
$354K 0.11%
6,144
127
$352K 0.11%
2,171
-14
128
$349K 0.11%
9,211
129
$345K 0.11%
1,548
+80
130
$341K 0.11%
9,442
+1,628
131
$340K 0.11%
4,696
-44
132
$339K 0.11%
3,393
133
$335K 0.11%
804
-15
134
$328K 0.1%
790
135
$323K 0.1%
10,002
+1,027
136
$322K 0.1%
657
137
$322K 0.1%
13,608
+4
138
$316K 0.1%
1,366
+307
139
$308K 0.1%
6,254
140
$305K 0.1%
4,018
141
$304K 0.1%
2,190
-569
142
$300K 0.09%
5,622
-301
143
$300K 0.09%
4,587
144
$294K 0.09%
9,558
-64
145
$290K 0.09%
4,556
146
$289K 0.09%
807
+2
147
$288K 0.09%
2,934
-119
148
$287K 0.09%
4,329
+29
149
$287K 0.09%
4,197
-955
150
$287K 0.09%
2,769
4 5
6
7 8