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
276
$41K 0.03%
187
277
$41K 0.03%
2,050
+6
278
$41K 0.03%
1,024
279
$40K 0.03%
1,362
280
$40K 0.03%
1,510
-70
281
$40K 0.03%
1,000
282
$40K 0.03%
345
283
$39K 0.03%
2,030
284
$39K 0.03%
963
+3
285
$39K 0.03%
1,432
+50
286
$39K 0.03%
1,896
287
$38K 0.03%
1,332
288
$38K 0.03%
600
289
$37K 0.03%
841
290
$37K 0.03%
424
291
$37K 0.03%
1,606
292
$35K 0.03%
+182
293
$35K 0.03%
260
294
$35K 0.03%
551
295
$34K 0.02%
5,000
296
$34K 0.02%
292
297
$33K 0.02%
700
+100
298
$33K 0.02%
209
299
$33K 0.02%
1,527
300
$33K 0.02%
2,171
+43
10 11
12
13 14