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
301
$39K 0.03%
2,044
+5
302
$37K 0.02%
5,826
303
$37K 0.02%
2,420
304
$37K 0.02%
1,382
+1,061
305
$37K 0.02%
292
+128
306
$37K 0.02%
1,250
307
$36K 0.02%
1,527
308
$36K 0.02%
665
309
$36K 0.02%
+2,490
310
$36K 0.02%
806
+2
311
$35K 0.02%
719
+509
312
$35K 0.02%
470
+250
313
$35K 0.02%
230
+211
314
$35K 0.02%
1,417
+761
315
$35K 0.02%
161
316
$34K 0.02%
1,606
317
$34K 0.02%
2,128
+38
318
$33K 0.02%
400
319
$33K 0.02%
300
320
$33K 0.02%
588
321
$33K 0.02%
5,000
322
$33K 0.02%
527
323
$32K 0.02%
209
324
$32K 0.02%
1,123
325
$32K 0.02%
1,000
11 12
13
14 15