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
401
$19K 0.01%
1,301
402
$19K 0.01%
350
403
$18K 0.01%
415
404
$18K 0.01%
500
405
$18K 0.01%
150
406
$17K 0.01%
192
407
$17K 0.01%
187
408
$17K 0.01%
3,742
409
$17K 0.01%
432
+12
410
$17K 0.01%
171
411
$17K 0.01%
135
412
$16K 0.01%
+572
413
$16K 0.01%
322
414
$16K 0.01%
305
415
$16K 0.01%
405
-10
416
$16K 0.01%
51
417
$16K 0.01%
412
418
$16K 0.01%
39
419
$16K 0.01%
522
420
$16K 0.01%
115
421
$16K 0.01%
130
422
$16K 0.01%
200
423
$16K 0.01%
129
424
$16K 0.01%
727
-275
425
$15K 0.01%
1,000