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
351
$23K 0.02%
989
352
$23K 0.02%
450
353
$23K 0.02%
504
354
$23K 0.02%
737
355
$22K 0.02%
204
356
$22K 0.02%
200
357
$21K 0.02%
396
358
$21K 0.02%
400
359
$21K 0.02%
222
360
$20K 0.01%
320
-150
361
$20K 0.01%
266
362
$20K 0.01%
200
363
$20K 0.01%
479
364
$20K 0.01%
325
365
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611
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366
$20K 0.01%
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367
$20K 0.01%
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368
$19K 0.01%
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369
$19K 0.01%
439
370
$19K 0.01%
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371
$19K 0.01%
+1,567
372
$19K 0.01%
272
373
$19K 0.01%
404
374
$19K 0.01%
127
375
$19K 0.01%
1,077