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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$360K
3 +$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$19K 0.01%
1,322
402
$19K 0.01%
415
403
$19K 0.01%
975
404
$18K 0.01%
305
405
$18K 0.01%
187
406
$17K 0.01%
665
407
$17K 0.01%
572
408
$17K 0.01%
136
409
$17K 0.01%
500
410
$17K 0.01%
59
411
$17K 0.01%
476
+12
412
$17K 0.01%
115
413
$17K 0.01%
1,403
414
$16K 0.01%
265
415
$16K 0.01%
208
416
$16K 0.01%
1,607
+387
417
$16K 0.01%
264
418
$16K 0.01%
522
419
$15K 0.01%
151
-500
420
$15K 0.01%
3,742
421
$15K 0.01%
1,770
422
$15K 0.01%
500
423
$15K 0.01%
200
424
$15K 0.01%
400
425
$15K 0.01%
1,392