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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$37K 0.03%
+600
302
$37K 0.03%
+180
303
$36K 0.03%
+588
304
$36K 0.03%
+6,200
305
$36K 0.03%
+5,000
306
$36K 0.03%
+346
307
$35K 0.03%
+1,000
308
$35K 0.03%
+1,876
309
$35K 0.03%
+2,082
310
$35K 0.03%
+1,896
311
$35K 0.03%
+804
312
$34K 0.03%
+1,123
313
$34K 0.03%
+1,204
314
$33K 0.03%
+876
315
$33K 0.03%
+209
316
$33K 0.03%
+527
317
$32K 0.02%
+368
318
$32K 0.02%
+4,303
319
$32K 0.02%
+2,053
320
$32K 0.02%
+679
321
$31K 0.02%
+374
322
$31K 0.02%
+600
323
$31K 0.02%
+989
324
$31K 0.02%
+509
325
$31K 0.02%
+728
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