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
201
$172K 0.05%
11,803
202
$171K 0.05%
2,000
203
$170K 0.05%
330
204
$170K 0.05%
2,450
+200
205
$168K 0.05%
4,907
+3,890
206
$165K 0.05%
5,722
207
$164K 0.05%
5,591
208
$164K 0.05%
1,612
209
$162K 0.05%
4,328
210
$160K 0.05%
2,782
-20
211
$159K 0.05%
1,147
+1
212
$159K 0.05%
933
-10
213
$158K 0.05%
2,603
-64
214
$155K 0.05%
3,600
215
$154K 0.05%
9,081
+245
216
$153K 0.05%
720
-18
217
$152K 0.05%
2,238
-135
218
$152K 0.05%
3,164
+458
219
$152K 0.05%
500
220
$150K 0.05%
3,267
-12
221
$149K 0.05%
5,380
+1
222
$149K 0.05%
1,822
-127
223
$147K 0.05%
3,354
-33
224
$142K 0.04%
4,422
-313
225
$141K 0.04%
1,601
+43
7 8
9
10 11