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
326
$30K 0.02%
+690
327
$30K 0.02%
+800
328
$30K 0.02%
+1,004
329
$30K 0.02%
+345
330
$30K 0.02%
+1,500
331
$29K 0.02%
+408
332
$29K 0.02%
+1,353
333
$28K 0.02%
+347
334
$28K 0.02%
+388
335
$28K 0.02%
+594
336
$28K 0.02%
+325
337
$28K 0.02%
+921
338
$27K 0.02%
+3,500
339
$27K 0.02%
+497
340
$27K 0.02%
+1,944
341
$27K 0.02%
+450
342
$27K 0.02%
+1,530
343
$26K 0.02%
+400
344
$26K 0.02%
+457
345
$26K 0.02%
+665
346
$26K 0.02%
+800
347
$26K 0.02%
+300
348
$26K 0.02%
+500
349
$26K 0.02%
+800
350
$26K 0.02%
+500
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