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
251
$213K 0.03%
5,602
+50
252
$211K 0.03%
+10,812
253
$210K 0.03%
5,086
-241
254
$209K 0.03%
+206
255
$207K 0.03%
5,560
256
$205K 0.03%
+6,017
257
$205K 0.03%
750
-1
258
$204K 0.03%
+300
259
$203K 0.03%
+3,121
260
$201K 0.03%
2,000
261
$200K 0.03%
5,903
-172
262
$162K 0.02%
+16,190
263
$74.9K 0.01%
11,962
264
$57.5K 0.01%
13,753
265
$18.1K ﹤0.01%
15,000
266
$3.8K ﹤0.01%
10,000
267
– –
-5,923
268
– –
-4,000
269
– –
-7,618
270
– –
-510
271
– –
-411
272
– –
-7,892
273
– –
-1,481
274
– –
-1,857
7 8 9 10
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