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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$123K
3 +$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1 +$873K
2 +$404K
3 +$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$11K 0.01%
209
452
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200
453
$11K 0.01%
100
454
$11K 0.01%
129
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1,000
456
$10K 0.01%
93
457
$10K 0.01%
273
458
$10K 0.01%
791
-5
459
$10K 0.01%
220
460
$10K 0.01%
85
461
$10K 0.01%
297
462
$10K 0.01%
1,166
463
$10K 0.01%
460
464
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44
466
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467
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468
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$9K 0.01%
100
470
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472
$9K 0.01%
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473
$9K 0.01%
285
474
$9K 0.01%
510
475
$9K 0.01%
+78