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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.04%
+753
227
$209K 0.04%
1,709
+3
228
$207K 0.04%
+2,350
229
$207K 0.04%
8,440
+9
230
$206K 0.04%
978
+36
231
$203K 0.04%
+1,834
232
$168K 0.04%
14,895
233
$138K 0.03%
11,803
234
$135K 0.03%
12,937
235
$72.6K 0.02%
1,603
236
$65.3K 0.01%
11,962
237
$65.1K 0.01%
15,000
238
$44.3K 0.01%
+100,000
239
$24.6K 0.01%
+10,000
240
$10.8K ﹤0.01%
+25,797
241
– –
-6,432
242
– –
-2,304
243
– –
-1,612
6 7 8 9
10