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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.47%
36,765
+7,614
27
$3.38M 0.47%
11,276
-592
28
$3.21M 0.45%
16,582
+18
29
$3.2M 0.44%
40,210
+8,617
30
$3.15M 0.44%
13,356
+577
31
$3.13M 0.44%
13,655
+1,431
32
$3.12M 0.43%
83,230
+3,288
33
$2.88M 0.4%
23,099
-835
34
$2.66M 0.37%
15,498
-94
35
$2.64M 0.37%
25,813
-1,010
36
$2.52M 0.35%
57,663
+5,280
37
$2.43M 0.34%
6,579
-34
38
$2.43M 0.34%
49,619
+568
39
$2.41M 0.34%
22,539
-592
40
$2.39M 0.33%
12,477
+175
41
$2.38M 0.33%
21,683
-936
42
$2.34M 0.33%
81,834
-1,439
43
$2.3M 0.32%
14,878
+973
44
$2.24M 0.31%
5,419
+24
45
$2.22M 0.31%
34,144
+909
46
$2.07M 0.29%
2,937
+131
47
$2.07M 0.29%
12,224
+50
48
$2.04M 0.28%
16,900
49
$1.98M 0.28%
24,781
+2,825
50
$1.95M 0.27%
59,205
+2,375
1
2
3 4 5