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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K 0.02%
232
+71
352
$30K 0.02%
222
353
$29K 0.02%
1,000
354
$29K 0.02%
1,876
355
$29K 0.02%
368
356
$29K 0.02%
61
357
$29K 0.02%
200
358
$29K 0.02%
159
359
$29K 0.02%
737
360
$28K 0.02%
182
361
$28K 0.02%
2,100
362
$28K 0.02%
504
363
$27K 0.02%
989
364
$27K 0.02%
964
365
$27K 0.02%
3,895
366
$27K 0.02%
400
367
$27K 0.02%
603
-8
368
$26K 0.02%
+1,000
369
$26K 0.02%
164
+1
370
$25K 0.02%
2,925
371
$24K 0.01%
804
+6
372
$24K 0.01%
400
373
$24K 0.01%
200
374
$24K 0.01%
251
375
$23K 0.01%
804
-677
13 14
15
16 17