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
301
$33K 0.02%
1,417
302
$32K 0.02%
+840
303
$32K 0.02%
2,420
304
$32K 0.02%
230
305
$32K 0.02%
1,745
306
$32K 0.02%
211
307
$32K 0.02%
811
+5
308
$31K 0.02%
690
309
$31K 0.02%
665
310
$31K 0.02%
1,987
+1,692
311
$31K 0.02%
346
312
$30K 0.02%
457
313
$30K 0.02%
300
314
$30K 0.02%
4,303
315
$30K 0.02%
600
-1,100
316
$30K 0.02%
1,391
+14
317
$29K 0.02%
+1,297
318
$29K 0.02%
1,162
+39
319
$29K 0.02%
+1,615
320
$29K 0.02%
190
321
$28K 0.02%
853
322
$28K 0.02%
400
323
$28K 0.02%
1,000
324
$28K 0.02%
588
325
$28K 0.02%
700
+175
11 12
13
14 15