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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.49M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.06M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.61%
2 Financials 10.56%
3 Technology 8.47%
4 Industrials 7.71%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$875K 0.79%
+25,470
27
$874K 0.79%
+4,440
28
$831K 0.75%
+4,829
29
$756K 0.68%
+13,273
30
$753K 0.68%
+25,650
31
$741K 0.67%
+13,050
32
$698K 0.63%
+4,183
33
$697K 0.63%
+13,036
34
$690K 0.62%
+20,970
35
$678K 0.61%
+9,087
36
$676K 0.61%
+9,469
37
$671K 0.6%
+5,514
38
$655K 0.59%
+6,195
39
$640K 0.58%
+4,365
40
$639K 0.58%
+11,927
41
$622K 0.56%
+13,566
42
$606K 0.55%
+5,023
43
$597K 0.54%
+4,243
44
$591K 0.53%
+5,046
45
$577K 0.52%
+9,412
46
$574K 0.52%
+14,700
47
$557K 0.5%
+4,128
48
$541K 0.49%
+8,995
49
$533K 0.48%
+6,372
50
$530K 0.48%
+11,101
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