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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$13K 0.01%
311
452
$13K 0.01%
200
453
$13K 0.01%
285
454
$13K 0.01%
526
455
$13K 0.01%
100
456
$13K 0.01%
1,000
457
$12K 0.01%
209
458
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459
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460
460
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630
461
$12K 0.01%
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462
$12K 0.01%
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463
$12K 0.01%
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464
$12K 0.01%
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465
$12K 0.01%
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466
$12K 0.01%
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467
$12K 0.01%
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468
$12K 0.01%
260
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469
$12K 0.01%
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$12K 0.01%
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471
$12K 0.01%
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472
$12K 0.01%
510
473
$12K 0.01%
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474
$12K 0.01%
645
475
$12K 0.01%
233