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
376
$21K 0.01%
200
377
$21K 0.01%
400
378
$20K 0.01%
231
379
$20K 0.01%
+800
380
$20K 0.01%
266
381
$20K 0.01%
527
-330
382
$20K 0.01%
396
383
$19K 0.01%
251
384
$19K 0.01%
822
+6
385
$19K 0.01%
1,228
+334
386
$19K 0.01%
115
387
$19K 0.01%
+800
388
$19K 0.01%
150
389
$19K 0.01%
603
390
$19K 0.01%
1,600
391
$18K 0.01%
300
392
$18K 0.01%
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393
$18K 0.01%
500
394
$18K 0.01%
419
-50
395
$17K 0.01%
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396
$17K 0.01%
401
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397
$17K 0.01%
800
398
$17K 0.01%
163
399
$17K 0.01%
400
400
$17K 0.01%
200
14 15
16
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