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
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Sells

1 +$311K
2 +$206K
3 +$202K
4
PATK icon
Patrick Industries
PATK
+$176K
5
XOM icon
Exxon Mobil
XOM
+$103K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24K 0.01%
3,126
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402
$24K 0.01%
740
403
$24K 0.01%
96
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404
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405
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406
$23K 0.01%
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407
$23K 0.01%
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408
$23K 0.01%
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409
$22K 0.01%
890
410
$21K 0.01%
410
411
$21K 0.01%
989
412
$21K 0.01%
500
413
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577
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414
$21K 0.01%
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415
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416
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1,790
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417
$21K 0.01%
641
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418
$21K 0.01%
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419
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259
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$20K 0.01%
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$20K 0.01%
652
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424
$20K 0.01%
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425
$20K 0.01%
451
+200