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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K 0.01%
186
+13
452
$13K 0.01%
630
453
$13K 0.01%
1,000
+250
454
$12K 0.01%
+350
455
$12K 0.01%
87
456
$12K 0.01%
253
457
$12K 0.01%
7
458
$12K 0.01%
1,770
459
$12K 0.01%
100
460
$12K 0.01%
600
461
$12K 0.01%
+796
462
$12K 0.01%
1,000
463
$12K 0.01%
259
464
$12K 0.01%
200
465
$12K 0.01%
285
466
$12K 0.01%
245
+110
467
$12K 0.01%
460
468
$11K 0.01%
422
469
$11K 0.01%
88
+58
470
$11K 0.01%
+220
471
$11K 0.01%
89
-41
472
$11K 0.01%
267
473
$11K 0.01%
285
474
$11K 0.01%
202
+1
475
$11K 0.01%
+297
17 18
19
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