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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$12K 0.01%
35
477
$12K 0.01%
513
+131
478
$12K 0.01%
209
479
$12K 0.01%
129
480
$12K 0.01%
500
481
$12K 0.01%
266
482
$12K 0.01%
333
483
$12K 0.01%
460
484
$12K 0.01%
200
485
$12K 0.01%
200
486
$11K 0.01%
131
487
$11K 0.01%
259
488
$11K 0.01%
+350
489
$11K 0.01%
148
490
$11K 0.01%
612
+15
491
$11K 0.01%
85
492
$11K 0.01%
98
493
$11K 0.01%
153
494
$11K 0.01%
285
495
$11K 0.01%
78
496
$11K 0.01%
419
497
$11K 0.01%
500
498
$11K 0.01%
1,664
-647
499
$10K 0.01%
99
+46
500
$10K 0.01%
150