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
526
$7K ﹤0.01%
171
527
$7K ﹤0.01%
301
-1,003
528
$7K ﹤0.01%
167
-78
529
$7K ﹤0.01%
233
530
$7K ﹤0.01%
127
531
$6K ﹤0.01%
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532
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533
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52
+1
534
$6K ﹤0.01%
+139
535
$6K ﹤0.01%
45
536
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537
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541
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542
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+100
545
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$5K ﹤0.01%
+319
548
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100
549
$5K ﹤0.01%
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550
$5K ﹤0.01%
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