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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.5%
12,822
+948
27
$2.28M 0.48%
47,671
-417,332
28
$2.27M 0.47%
18,961
+306
29
$2.04M 0.43%
9,266
+105
30
$1.9M 0.4%
12,503
-31
31
$1.87M 0.39%
39,010
+876
32
$1.83M 0.38%
15,147
+3
33
$1.78M 0.37%
14,988
-1
34
$1.74M 0.36%
7,113
+51
35
$1.72M 0.36%
33,254
-143
36
$1.69M 0.35%
32,315
-300
37
$1.69M 0.35%
12,535
+153
38
$1.66M 0.35%
8,884
+1,398
39
$1.65M 0.35%
12,687
+2,100
40
$1.64M 0.34%
40,313
-810
41
$1.63M 0.34%
16,900
42
$1.61M 0.34%
5,190
-25
43
$1.59M 0.33%
17,833
+54
44
$1.55M 0.32%
5,197
+58
45
$1.5M 0.31%
50,182
-869
46
$1.43M 0.3%
27,312
+819
47
$1.43M 0.3%
20,642
+594
48
$1.43M 0.3%
23,678
+5,392
49
$1.41M 0.3%
14,175
-226
50
$1.4M 0.29%
6,745
+2,250
1
2
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