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
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Sells

1 +$311K
2 +$206K
3 +$202K
4
PATK icon
Patrick Industries
PATK
+$176K
5
XOM icon
Exxon Mobil
XOM
+$103K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$20K 0.01%
149
+1
427
$20K 0.01%
1,408
+8
428
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396
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299
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431
$19K 0.01%
677
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$19K 0.01%
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-294
434
$18K 0.01%
136
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524
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436
$18K 0.01%
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437
$18K 0.01%
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$18K 0.01%
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10
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450
$16K 0.01%
200