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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.7%
17,880
+120
27
$899K 0.68%
6,339
+2,096
28
$858K 0.65%
25,473
+3
29
$854K 0.65%
5,532
+100
30
$815K 0.62%
4,440
31
$759K 0.58%
5,514
32
$756K 0.57%
4,833
+4
33
$756K 0.57%
+16,101
34
$738K 0.56%
13,050
35
$726K 0.55%
13,273
36
$684K 0.52%
4,662
+297
37
$683K 0.52%
+5,816
38
$655K 0.5%
4,183
39
$646K 0.49%
11,820
-1,216
40
$628K 0.48%
9,087
41
$618K 0.47%
22,957
-2,693
42
$616K 0.47%
6,195
43
$602K 0.46%
11,927
44
$600K 0.46%
14,700
45
$596K 0.45%
9,416
+4
46
$591K 0.45%
19,932
-1,038
47
$590K 0.45%
9,469
48
$589K 0.45%
13,566
49
$573K 0.44%
5,049
+3
50
$553K 0.42%
5,023
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