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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$16K 0.01%
87
427
$16K 0.01%
200
428
$16K 0.01%
218
429
$16K 0.01%
400
430
$16K 0.01%
1,322
431
$16K 0.01%
1,400
+8
432
$16K 0.01%
115
433
$15K 0.01%
59
434
$15K 0.01%
636
435
$15K 0.01%
500
436
$15K 0.01%
307
-999
437
$15K 0.01%
200
438
$15K 0.01%
285
439
$15K 0.01%
412
440
$15K 0.01%
765
+9
441
$15K 0.01%
+200
442
$15K 0.01%
150
443
$14K 0.01%
1,770
444
$14K 0.01%
100
445
$14K 0.01%
273
446
$14K 0.01%
+395
447
$14K 0.01%
+146
448
$14K 0.01%
+242
449
$14K 0.01%
91
450
$14K 0.01%
267