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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$59K 0.04%
+418
252
$58K 0.04%
+3,023
253
$58K 0.04%
+315
254
$57K 0.04%
+660
255
$57K 0.04%
+890
256
$57K 0.04%
+602
257
$56K 0.04%
+805
258
$55K 0.04%
+1,104
259
$55K 0.04%
+250
260
$54K 0.04%
+568
261
$54K 0.04%
+1,188
262
$53K 0.04%
+486
263
$53K 0.04%
+524
264
$53K 0.04%
+4,044
265
$52K 0.04%
+835
266
$52K 0.04%
+3,560
267
$52K 0.04%
+359
268
$51K 0.04%
+2,748
269
$51K 0.04%
+317
270
$50K 0.04%
+4,385
271
$49K 0.04%
+462
272
$47K 0.04%
+2,054
273
$46K 0.04%
+1,376
274
$46K 0.04%
+1,325
275
$46K 0.04%
+536
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