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
376
$21K 0.02%
+200
377
$21K 0.02%
+272
378
$21K 0.02%
+700
379
$21K 0.02%
+1,218
380
$21K 0.02%
+1,002
381
$20K 0.02%
+262
382
$20K 0.02%
+400
383
$20K 0.02%
+251
384
$20K 0.02%
+140
385
$20K 0.02%
+1,000
386
$20K 0.02%
+115
387
$20K 0.02%
+412
388
$20K 0.02%
+1,600
389
$19K 0.01%
+342
390
$19K 0.01%
+429
391
$19K 0.01%
+200
392
$19K 0.01%
+1,000
393
$19K 0.01%
+396
394
$19K 0.01%
+936
395
$19K 0.01%
+100
396
$18K 0.01%
+500
397
$18K 0.01%
+722
398
$18K 0.01%
+1,301
399
$18K 0.01%
+401
400
$18K 0.01%
+200
14 15
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