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BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $495M
1-Year Est. Return 29.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.43M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$7.13M
5
TSLA icon
Tesla
TSLA
+$5.66M

Top Sells

1
+$9.39M
2
+$7.85M
3
+$5.75M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$5.27M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.89M

Sector Composition

1 Technology 25.11%
2 Communication Services 11.85%
3 Consumer Discretionary 10.4%
4 Financials 7.01%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.08%
1,235
+4
102
$352K 0.07%
4,166
-5,198
103
$338K 0.07%
2,198
-50
104
$333K 0.07%
6,454
+70
105
$329K 0.07%
709
-10
106
$315K 0.06%
+9,388
107
$314K 0.06%
3,297
+1,000
108
$307K 0.06%
2,560
+644
109
$290K 0.06%
4,460
+101
110
$287K 0.06%
+3,760
111
$282K 0.06%
473
112
$276K 0.06%
6,560
-600
113
$273K 0.06%
1,000
-25
114
$271K 0.06%
769
-97
115
$268K 0.06%
950
-130
116
$266K 0.05%
800
117
$264K 0.05%
465
-25
118
$261K 0.05%
928
-22
119
$257K 0.05%
+2,300
120
$241K 0.05%
732
+34
121
$233K 0.05%
+1,084
122
$232K 0.05%
4,850
-990
123
$222K 0.05%
+1,075
124
$219K 0.05%
+1,807
125
$218K 0.04%
6,980
2 3 4
5
6