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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K 0.01%
259
427
$12K 0.01%
96
+1
428
$12K 0.01%
7
429
$12K 0.01%
188
430
$12K 0.01%
1,770
431
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231
432
$12K 0.01%
311
433
$12K 0.01%
91
434
$12K 0.01%
200
435
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208
+50
436
$12K 0.01%
224
437
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264
438
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406
439
$12K 0.01%
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440
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229
441
$11K 0.01%
87
442
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253
443
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218
-192
444
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422
445
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446
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447
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285
448
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449
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450
$11K 0.01%
233
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