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
276
$48K 0.03%
831
+6
277
$48K 0.03%
536
278
$47K 0.03%
3,023
279
$47K 0.03%
1,024
280
$47K 0.03%
960
+2
281
$46K 0.03%
551
+400
282
$45K 0.03%
285
283
$45K 0.03%
1,479
284
$45K 0.03%
260
+123
285
$45K 0.03%
1,698
+1,472
286
$44K 0.03%
325
287
$44K 0.03%
1,187
288
$44K 0.03%
187
289
$43K 0.03%
841
290
$43K 0.03%
1,896
291
$41K 0.03%
211
+34
292
$41K 0.03%
486
293
$41K 0.03%
1,196
+4
294
$41K 0.03%
429
+83
295
$41K 0.03%
600
296
$40K 0.03%
1,362
+18
297
$40K 0.03%
2,030
+574
298
$40K 0.03%
345
299
$40K 0.03%
1,332
300
$39K 0.03%
+4,441
10 11
12
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