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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.06%
+1,796
227
$73K 0.06%
+883
228
$73K 0.06%
+3,954
229
$73K 0.06%
4,180
-52
230
$72K 0.05%
+700
231
$72K 0.05%
+879
232
$71K 0.05%
+1,239
233
$71K 0.05%
+341
234
$70K 0.05%
+628
235
$69K 0.05%
+954
236
$68K 0.05%
+200
237
$67K 0.05%
+1,118
238
$66K 0.05%
+327
239
$63K 0.05%
+592
240
$63K 0.05%
+1,275
241
$63K 0.05%
+3,713
242
$63K 0.05%
+1,692
243
$62K 0.05%
+771
244
$62K 0.05%
+1,574
245
$62K 0.05%
+4,941
246
$62K 0.05%
+2,799
247
$62K 0.05%
+5,804
248
$61K 0.05%
+568
249
$61K 0.05%
+1,486
250
$60K 0.05%
+945
8 9
10
11 12