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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.03%
9,147
+9
227
$243K 0.03%
2,337
+20
228
$242K 0.03%
3,793
+31
229
$242K 0.03%
1,789
+157
230
$241K 0.03%
+373
231
$240K 0.03%
+5,249
232
$240K 0.03%
6,294
-160
233
$240K 0.03%
7,901
234
$239K 0.03%
2,195
+12
235
$237K 0.03%
500
236
$235K 0.03%
+2,122
237
$231K 0.03%
5,908
238
$231K 0.03%
4,309
+9
239
$230K 0.03%
3,534
240
$228K 0.03%
5,191
241
$227K 0.03%
1,914
+1
242
$227K 0.03%
1,943
+36
243
$225K 0.03%
1,601
244
$222K 0.03%
12,937
245
$222K 0.03%
9,710
246
$222K 0.03%
+8,015
247
$219K 0.03%
+956
248
$217K 0.03%
1,907
+2
249
$214K 0.03%
+1,683
250
$213K 0.03%
9,198
+431
7 8 9
10
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