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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$360K
3 +$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K 0.01%
215
502
$9K 0.01%
160
503
$9K 0.01%
148
504
$9K 0.01%
52
505
$9K 0.01%
219
-78
506
$9K 0.01%
101
507
$9K 0.01%
150
508
$9K 0.01%
+162
509
$8K ﹤0.01%
44
510
$8K ﹤0.01%
163
+27
511
$8K ﹤0.01%
171
512
$8K ﹤0.01%
175
513
$8K ﹤0.01%
791
514
$8K ﹤0.01%
85
515
$8K ﹤0.01%
542
516
$8K ﹤0.01%
382
+132
517
$8K ﹤0.01%
45
518
$8K ﹤0.01%
107
+1
519
$8K ﹤0.01%
301
520
$8K ﹤0.01%
500
521
$8K ﹤0.01%
51
+14
522
$8K ﹤0.01%
289
523
$8K ﹤0.01%
640
+10
524
$8K ﹤0.01%
157
525
$8K ﹤0.01%
142