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
176
$217K 0.07%
1,695
+83
177
$216K 0.07%
2,005
+90
178
$215K 0.07%
3,534
179
$211K 0.07%
6,772
+926
180
$204K 0.06%
1,768
+10
181
$203K 0.06%
6,210
-1,456
182
$201K 0.06%
1,243
-67
183
$196K 0.06%
4,000
184
$195K 0.06%
4,020
+14
185
$194K 0.06%
4,133
186
$194K 0.06%
1,314
+109
187
$193K 0.06%
1,916
+1,860
188
$191K 0.06%
6,050
+200
189
$186K 0.06%
5,922
190
$186K 0.06%
1,503
191
$186K 0.06%
600
192
$182K 0.06%
3,197
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193
$182K 0.06%
6,025
+773
194
$177K 0.06%
956
-11
195
$176K 0.06%
6,071
196
$175K 0.06%
1,364
-235
197
$175K 0.06%
2,302
198
$173K 0.05%
906
-74
199
$173K 0.05%
5,297
200
$173K 0.05%
1,000
6 7
8
9 10