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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$22K 0.01%
300
402
$21K 0.01%
247
403
$21K 0.01%
10
+3
404
$21K 0.01%
320
405
$21K 0.01%
800
406
$21K 0.01%
415
407
$20K 0.01%
1,301
408
$20K 0.01%
127
409
$20K 0.01%
326
+228
410
$19K 0.01%
1,403
411
$19K 0.01%
59
412
$19K 0.01%
266
+2
413
$18K 0.01%
130
414
$18K 0.01%
187
415
$18K 0.01%
305
416
$18K 0.01%
500
417
$18K 0.01%
489
+13
418
$18K 0.01%
259
419
$18K 0.01%
526
420
$17K 0.01%
665
421
$17K 0.01%
572
422
$17K 0.01%
136
423
$17K 0.01%
265
424
$17K 0.01%
+320
425
$17K 0.01%
522