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
376
$18K 0.01%
3,742
-2,084
377
$18K 0.01%
415
-100
378
$17K 0.01%
247
379
$17K 0.01%
665
380
$17K 0.01%
261
-225
381
$17K 0.01%
800
382
$17K 0.01%
1,228
383
$17K 0.01%
1,301
384
$17K 0.01%
420
+3
385
$17K 0.01%
115
386
$17K 0.01%
527
387
$17K 0.01%
163
388
$16K 0.01%
400
389
$16K 0.01%
1,160
390
$16K 0.01%
500
391
$16K 0.01%
500
392
$16K 0.01%
415
-5
393
$16K 0.01%
800
394
$16K 0.01%
150
395
$16K 0.01%
135
396
$16K 0.01%
350
397
$15K 0.01%
192
398
$15K 0.01%
712
399
$15K 0.01%
187
400
$15K 0.01%
305
14 15
16
17 18