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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
+225
527
$6K ﹤0.01%
+430
528
$6K ﹤0.01%
+57
529
$6K ﹤0.01%
+100
530
$6K ﹤0.01%
+61
531
$5K ﹤0.01%
+304
532
$5K ﹤0.01%
+74
533
$5K ﹤0.01%
+170
534
$5K ﹤0.01%
+161
535
$5K ﹤0.01%
+102
536
$5K ﹤0.01%
+125
537
$5K ﹤0.01%
+100
538
$5K ﹤0.01%
+59
539
$5K ﹤0.01%
+80
540
$5K ﹤0.01%
+2,388
541
$5K ﹤0.01%
+51
542
$5K ﹤0.01%
+156
543
$5K ﹤0.01%
+15
544
$5K ﹤0.01%
+63
545
$5K ﹤0.01%
+41
546
$5K ﹤0.01%
+69
547
$5K ﹤0.01%
+275
548
$5K ﹤0.01%
+103
549
$5K ﹤0.01%
+92
550
$5K ﹤0.01%
+270
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