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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.05%
1,239
227
$73K 0.05%
954
228
$72K 0.05%
1,500
229
$72K 0.05%
2,979
230
$70K 0.05%
883
231
$70K 0.05%
7,004
232
$69K 0.05%
700
233
$69K 0.05%
1,128
+5
234
$69K 0.05%
5,719
235
$69K 0.05%
3,648
236
$69K 0.05%
4,020
+48
237
$69K 0.05%
5,804
238
$68K 0.05%
1,275
239
$67K 0.04%
4,391
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240
$67K 0.04%
1,108
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241
$67K 0.04%
200
242
$67K 0.04%
805
243
$66K 0.04%
705
244
$66K 0.04%
+1,811
245
$64K 0.04%
250
246
$63K 0.04%
4,248
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247
$63K 0.04%
985
248
$62K 0.04%
662
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249
$62K 0.04%
418
250
$62K 0.04%
415
+100
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10
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