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
476
$11K 0.01%
1,743
477
$11K 0.01%
645
-885
478
$11K 0.01%
209
479
$11K 0.01%
1,000
480
$10K 0.01%
100
481
$10K 0.01%
35
482
$10K 0.01%
542
-601
483
$10K 0.01%
158
484
$10K 0.01%
510
485
$10K 0.01%
129
486
$10K 0.01%
93
487
$9K 0.01%
59
488
$9K 0.01%
85
-5,503
489
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98
490
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491
$9K 0.01%
153
492
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105
+1
493
$9K 0.01%
500
494
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100
495
$9K 0.01%
266
496
$9K 0.01%
+333
497
$9K 0.01%
199
498
$8K 0.01%
106
499
$8K 0.01%
160
500
$8K 0.01%
+225
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