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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$994K 0.66%
5,496
27
$963K 0.64%
6,539
-237
28
$963K 0.64%
5,532
29
$873K 0.58%
9,080
30
$845K 0.56%
5,513
-190
31
$797K 0.53%
4,860
+18
32
$771K 0.51%
5,363
-786
33
$758K 0.51%
27,412
+5,677
34
$741K 0.49%
5,177
+5
35
$741K 0.49%
4,381
-29
36
$737K 0.49%
9,111
+4,683
37
$731K 0.49%
13,273
38
$703K 0.47%
13,838
+4,432
39
$683K 0.46%
13,279
+79
40
$682K 0.46%
15,940
+1,240
41
$679K 0.45%
7,396
+220
42
$670K 0.45%
17,091
-206
43
$636K 0.42%
+11,998
44
$626K 0.42%
13,777
+190
45
$617K 0.41%
19,344
-213
46
$604K 0.4%
11,869
47
$598K 0.4%
11,949
+72
48
$595K 0.4%
5,708
+3
49
$580K 0.39%
4,186
-101
50
$572K 0.38%
9,423
1
2
3 4 5