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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.45%
5,646
+650
27
$1.51M 0.44%
18,043
28
$1.51M 0.44%
13,780
+360
29
$1.42M 0.41%
31,340
-260
30
$1.38M 0.4%
47,942
+47,113
31
$1.37M 0.4%
52,057
-1,570
32
$1.37M 0.4%
32,107
+77
33
$1.34M 0.39%
6,946
+161
34
$1.34M 0.39%
5,413
-47
35
$1.32M 0.39%
25,146
+2,346
36
$1.3M 0.38%
13,081
+19
37
$1.27M 0.37%
20,244
+2,037
38
$1.23M 0.36%
32,806
+508
39
$1.21M 0.35%
5,382
40
$1.19M 0.35%
6,820
+5
41
$1.18M 0.35%
22,713
+22,597
42
$1.16M 0.34%
10,960
+540
43
$1.15M 0.34%
7,963
+5
44
$1.1M 0.32%
5,230
+276
45
$1.06M 0.31%
26,202
+327
46
$1.04M 0.3%
13,418
+1
47
$1.03M 0.3%
14,774
+2
48
$914K 0.27%
21,705
49
$909K 0.27%
2,484
+264
50
$893K 0.26%
5,112
+12
1
2
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