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
$271M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$4.75M
3 +$4.04M
4
LMT icon
Lockheed Martin
LMT
+$3.76M
5
AMD icon
Advanced Micro Devices
AMD
+$2.7M

Top Sells

1 +$5.39M
2 +$5.07M
3 +$4.22M
4
ABBV icon
AbbVie
ABBV
+$3.81M
5
GILD icon
Gilead Sciences
GILD
+$3.6M

Sector Composition

1 Technology 21.11%
2 Communication Services 13.39%
3 Healthcare 11.17%
4 Consumer Discretionary 8.37%
5 Financials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,054