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
151
$285K 0.09%
6,183
+1,339
152
$283K 0.09%
2,748
+52
153
$283K 0.09%
1,565
154
$281K 0.09%
4,483
-36
155
$279K 0.09%
1,089
156
$272K 0.09%
9,060
+295
157
$270K 0.08%
8,932
+847
158
$268K 0.08%
1,697
-9
159
$266K 0.08%
3,093
+12
160
$263K 0.08%
2,218
-278
161
$262K 0.08%
5,677
-42
162
$259K 0.08%
8,151
163
$250K 0.08%
2,945
-10
164
$250K 0.08%
1,507
+17
165
$248K 0.08%
8,501
+13
166
$248K 0.08%
1,874
-28
167
$248K 0.08%
3,153
168
$245K 0.08%
1,965
+11
169
$244K 0.08%
18,295
170
$242K 0.08%
5,175
-231
171
$242K 0.08%
12,937
172
$240K 0.08%
1,121
-60
173
$233K 0.07%
2,133
+348
174
$222K 0.07%
2,713
+9
175
$217K 0.07%
1,590
5 6
7
8 9