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
401
$17K 0.01%
+247
402
$17K 0.01%
+538
403
$17K 0.01%
+219
404
$17K 0.01%
+1,126
405
$17K 0.01%
+1,000
406
$17K 0.01%
+300
407
$17K 0.01%
+894
408
$17K 0.01%
+530
409
$17K 0.01%
+415
410
$17K 0.01%
+127
411
$16K 0.01%
+192
412
$16K 0.01%
+95
413
$16K 0.01%
+600
414
$16K 0.01%
+115
415
$16K 0.01%
+200
416
$16K 0.01%
+161
417
$16K 0.01%
+229
418
$15K 0.01%
+136
419
$15K 0.01%
+188
420
$15K 0.01%
+422
421
$15K 0.01%
+266
422
$15K 0.01%
+44
423
$15K 0.01%
+350
424
$14K 0.01%
+300
425
$14K 0.01%
+1,396
15 16
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