BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $518M
1-Year Est. Return 29.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.67M
3
+$5.45M
4
BA icon
Boeing
BA
+$4.96M
5
TSLA icon
Tesla
TSLA
+$4.2M

Top Sells

1
+$5.37M
2
+$5.23M
3
+$4.19M
4
PANW icon
Palo Alto Networks
PANW
+$3.84M
5
LNKD
LinkedIn Corporation
LNKD
+$3.78M

Sector Composition

1 Communication Services 19.84%
2 Technology 17.22%
3 Consumer Discretionary 13.37%
4 Healthcare 12.77%
5 Energy 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,004
77
– –
-14,500
78
– –
-15,115
1 2 3
4