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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.05%
952
-26
227
$63K 0.05%
1,811
228
$63K 0.05%
778
+349
229
$61K 0.04%
418
230
$60K 0.04%
1,275
231
$60K 0.04%
985
232
$59K 0.04%
2,979
233
$58K 0.04%
1,239
234
$57K 0.04%
145
235
$56K 0.04%
+359
236
$56K 0.04%
325
-15
237
$55K 0.04%
662
238
$54K 0.04%
1,500
239
$54K 0.04%
4,020
240
$54K 0.04%
+1,629
241
$54K 0.04%
805
242
$53K 0.04%
+1,462
243
$53K 0.04%
250
244
$53K 0.04%
630
245
$52K 0.04%
764
246
$52K 0.04%
200
247
$52K 0.04%
3,462
-4,875
248
$52K 0.04%
890
249
$51K 0.04%
1,134
+6
250
$51K 0.04%
+1,451
8 9
10
11 12