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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62K 0.04%
316
-7
252
$62K 0.04%
736
-122
253
$61K 0.04%
764
-7
254
$60K 0.04%
1,692
255
$59K 0.04%
145
256
$59K 0.04%
1,500
257
$58K 0.04%
340
258
$58K 0.04%
890
259
$57K 0.04%
660
260
$57K 0.04%
359
261
$55K 0.04%
284
262
$54K 0.04%
1,580
+70
263
$54K 0.04%
945
264
$53K 0.04%
2,748
265
$53K 0.04%
654
+4
266
$52K 0.03%
524
267
$52K 0.03%
1,325
268
$52K 0.03%
1,486
269
$51K 0.03%
424
270
$51K 0.03%
1,574
271
$50K 0.03%
630
+368
272
$49K 0.03%
1,000
273
$49K 0.03%
1,332
274
$48K 0.03%
3,560
275
$48K 0.03%
705
9 10
11
12 13