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
351
$26K 0.02%
989
352
$26K 0.02%
2,100
353
$26K 0.02%
450
354
$25K 0.02%
1,944
355
$25K 0.02%
3,500
356
$25K 0.02%
127
357
$24K 0.02%
500
358
$24K 0.02%
1,201
+173
359
$24K 0.02%
3,895
360
$24K 0.02%
525
+97
361
$24K 0.02%
325
362
$24K 0.02%
400
363
$23K 0.02%
410
+8
364
$23K 0.02%
60
365
$23K 0.02%
200
366
$23K 0.02%
479
367
$23K 0.02%
1,077
-200
368
$23K 0.02%
737
369
$23K 0.02%
222
370
$22K 0.01%
204
371
$22K 0.01%
404
372
$22K 0.01%
515
+100
373
$22K 0.01%
1,002
374
$21K 0.01%
400
375
$21K 0.01%
272
13 14
15
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