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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.43%
79,942
+11
27
$2.91M 0.41%
23,934
-627
28
$2.77M 0.39%
16,564
+1,002
29
$2.7M 0.38%
12,224
+549
30
$2.66M 0.37%
15,592
+1,006
31
$2.65M 0.37%
22,619
-2,148
32
$2.57M 0.36%
29,151
+386
33
$2.45M 0.35%
83,273
+70,130
34
$2.44M 0.34%
52,383
+3,698
35
$2.43M 0.34%
12,302
+35
36
$2.41M 0.34%
49,051
+1,432
37
$2.4M 0.34%
31,593
+4,893
38
$2.38M 0.34%
12,779
-690
39
$2.25M 0.32%
13,905
-248
40
$2.19M 0.31%
5,395
+172
41
$2.17M 0.31%
26,823
+969
42
$2.14M 0.3%
6,613
-465
43
$2.12M 0.3%
12,480
+385
44
$2.11M 0.3%
12,174
+692
45
$2.11M 0.3%
23,131
+321
46
$2.07M 0.29%
33,235
+1,854
47
$1.98M 0.28%
16,900
48
$1.9M 0.27%
9,398
-114
49
$1.84M 0.26%
21,956
+1,088
50
$1.79M 0.25%
56,830
+1,012
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