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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.04%
3,560
252
$50K 0.04%
544
+8
253
$48K 0.03%
353
-62
254
$48K 0.03%
1,479
255
$48K 0.03%
1,325
256
$48K 0.03%
1,486
257
$47K 0.03%
524
258
$47K 0.03%
1,574
259
$47K 0.03%
656
+2
260
$47K 0.03%
14,200
261
$47K 0.03%
1,187
262
$46K 0.03%
284
263
$46K 0.03%
285
264
$46K 0.03%
325
265
$46K 0.03%
705
266
$45K 0.03%
418
+330
267
$45K 0.03%
1,686
-12
268
$45K 0.03%
945
269
$44K 0.03%
1,110
+2
270
$44K 0.03%
1,332
271
$44K 0.03%
834
+3
272
$43K 0.03%
3,023
273
$43K 0.03%
1,202
+6
274
$43K 0.03%
1,200
-133
275
$43K 0.03%
3,000
-804
9 10
11
12 13