BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$33K 0.01%
+984
377
$32K 0.01%
298
378
$32K 0.01%
116
379
$32K 0.01%
606
+29
380
$32K 0.01%
1,091
+2
381
$31K 0.01%
690
382
$31K 0.01%
801
383
$31K 0.01%
606
+155
384
$31K 0.01%
200
385
$31K 0.01%
259
386
$31K 0.01%
890
387
$30K 0.01%
230
+30
388
$30K 0.01%
839
389
$30K 0.01%
800
390
$30K 0.01%
1,828
-186
391
$30K 0.01%
3,500
392
$30K 0.01%
165
393
$29K 0.01%
247
394
$29K 0.01%
246
+1
395
$29K 0.01%
2,420
396
$29K 0.01%
1,630
397
$29K 0.01%
768
+150
398
$29K 0.01%
266
399
$29K 0.01%
+176
400
$28K 0.01%
957