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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$23K 0.01%
400
377
$23K 0.01%
1,403
378
$22K 0.01%
404
379
$22K 0.01%
127
380
$22K 0.01%
163
381
$21K 0.01%
251
382
$21K 0.01%
320
383
$21K 0.01%
272
384
$21K 0.01%
1,228
385
$21K 0.01%
593
+187
386
$21K 0.01%
1,600
387
$20K 0.01%
247
388
$20K 0.01%
+1,280
389
$20K 0.01%
1,567
390
$20K 0.01%
500
391
$20K 0.01%
266
392
$20K 0.01%
116
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393
$20K 0.01%
527
394
$20K 0.01%
479
395
$20K 0.01%
343
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396
$20K 0.01%
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397
$20K 0.01%
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398
$19K 0.01%
400
399
$19K 0.01%
716
+4
400
$19K 0.01%
800