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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.03%
1,198
+1
227
$246K 0.03%
500
228
$242K 0.03%
1,913
+1
229
$241K 0.03%
2,183
+13
230
$240K 0.03%
+411
231
$240K 0.03%
1,907
-4
232
$239K 0.03%
9,106
+6
233
$238K 0.03%
6,454
234
$235K 0.03%
9,710
-349
235
$231K 0.03%
2,947
+27
236
$231K 0.03%
1,905
+17
237
$230K 0.03%
4,000
238
$230K 0.03%
2,017
-7
239
$226K 0.03%
5,908
-579
240
$226K 0.03%
7,618
-373
241
$224K 0.03%
2,000
242
$221K 0.03%
3,762
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243
$217K 0.03%
5,327
-50
244
$217K 0.03%
+751
245
$216K 0.03%
1,601
+73
246
$216K 0.03%
+600
247
$211K 0.03%
+5,191
248
$209K 0.03%
+3,534
249
$204K 0.03%
+8,767
250
$203K 0.03%
+7,892
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