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
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$28K 0.01%
3,176
+50
402
$28K 0.01%
740
403
$28K 0.01%
1,084
404
$28K 0.01%
171
405
$27K 0.01%
87
406
$27K 0.01%
989
407
$27K 0.01%
1,338
408
$27K 0.01%
340
409
$27K 0.01%
500
410
$27K 0.01%
737
411
$26K 0.01%
163
412
$26K 0.01%
212
413
$26K 0.01%
168
414
$26K 0.01%
577
415
$26K 0.01%
3,895
416
$26K 0.01%
200
417
$25K 0.01%
2,925
418
$25K 0.01%
62
419
$25K 0.01%
53
+13
420
$25K 0.01%
720
421
$25K 0.01%
1,250
+250
422
$25K 0.01%
274
-262
423
$24K 0.01%
44
424
$24K 0.01%
643
-9
425
$24K 0.01%
299