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
451
$12K 0.01%
+273
452
$12K 0.01%
+51
453
$12K 0.01%
+267
454
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+200
455
$12K 0.01%
+438
456
$12K 0.01%
+650
457
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458
$12K 0.01%
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459
$12K 0.01%
+500
460
$12K 0.01%
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461
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462
$11K 0.01%
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463
$11K 0.01%
+500
464
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465
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466
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467
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+100
468
$11K 0.01%
+135
469
$10K 0.01%
+253
470
$10K 0.01%
+5
471
$10K 0.01%
+225
472
$10K 0.01%
+136
473
$10K 0.01%
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474
$10K 0.01%
+86
475
$10K 0.01%
+130
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