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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$14K 0.01%
205
+1
452
$14K 0.01%
936
453
$14K 0.01%
+100
454
$14K 0.01%
200
455
$14K 0.01%
640
456
$13K 0.01%
+700
457
$13K 0.01%
93
458
$13K 0.01%
157
459
$13K 0.01%
100
460
$13K 0.01%
315
461
$13K 0.01%
452
462
$13K 0.01%
220
463
$13K 0.01%
107
464
$13K 0.01%
150
465
$12K 0.01%
44
466
$12K 0.01%
253
467
$12K 0.01%
188
468
$12K 0.01%
4,918
469
$12K 0.01%
3,128
-614
470
$12K 0.01%
225
471
$12K 0.01%
600
472
$12K 0.01%
106
473
$12K 0.01%
422
474
$12K 0.01%
1,000
475
$12K 0.01%
300