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
351
$26K 0.02%
+159
352
$26K 0.02%
+438
353
$25K 0.02%
+410
354
$25K 0.02%
+2,100
355
$25K 0.02%
+3,895
356
$25K 0.02%
+479
357
$25K 0.02%
+469
358
$25K 0.02%
+163
359
$25K 0.02%
+1,277
360
$25K 0.02%
+603
361
$24K 0.02%
+59
362
$24K 0.02%
+130
363
$24K 0.02%
+222
364
$23K 0.02%
+1,028
365
$23K 0.02%
+428
366
$23K 0.02%
+737
367
$23K 0.02%
+1,403
368
$22K 0.02%
+459
369
$22K 0.02%
+404
370
$22K 0.02%
+137
371
$22K 0.02%
+975
372
$22K 0.02%
+400
373
$22K 0.02%
+550
374
$21K 0.02%
+200
375
$21K 0.02%
+504
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