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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K 0.01%
+311
427
$14K 0.01%
+188
428
$14K 0.01%
+331
429
$14K 0.01%
+1,160
430
$14K 0.01%
+264
431
$14K 0.01%
+285
432
$14K 0.01%
+1,743
433
$13K 0.01%
+734
434
$13K 0.01%
+187
435
$13K 0.01%
+1,770
436
$13K 0.01%
+312
437
$13K 0.01%
+258
438
$13K 0.01%
+285
439
$13K 0.01%
+1,166
440
$13K 0.01%
+245
441
$13K 0.01%
+209
442
$13K 0.01%
+200
443
$13K 0.01%
+1,000
444
$13K 0.01%
+750
445
$13K 0.01%
+151
446
$12K 0.01%
+200
447
$12K 0.01%
+282
448
$12K 0.01%
+210
449
$12K 0.01%
+77
450
$12K 0.01%
+100
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