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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15K 0.01%
+250
427
$15K 0.01%
231
428
$15K 0.01%
200
429
$15K 0.01%
400
430
$15K 0.01%
241
+1
431
$14K 0.01%
87
432
$14K 0.01%
636
433
$14K 0.01%
136
434
$14K 0.01%
188
435
$14K 0.01%
1,770
436
$14K 0.01%
452
+22
437
$14K 0.01%
91
438
$14K 0.01%
+1,392
439
$14K 0.01%
+747
440
$14K 0.01%
264
441
$14K 0.01%
936
442
$14K 0.01%
975
443
$14K 0.01%
419
444
$14K 0.01%
100
445
$14K 0.01%
229
446
$13K 0.01%
44
447
$13K 0.01%
300
448
$13K 0.01%
96
449
$13K 0.01%
3,637
450
$13K 0.01%
218