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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
100
527
$6K ﹤0.01%
100
528
$6K ﹤0.01%
233
529
$6K ﹤0.01%
110
+10
530
$6K ﹤0.01%
127
531
$5K ﹤0.01%
200
532
$5K ﹤0.01%
146
533
$5K ﹤0.01%
100
534
$5K ﹤0.01%
80
535
$5K ﹤0.01%
76
536
$5K ﹤0.01%
2,388
537
$5K ﹤0.01%
243
538
$5K ﹤0.01%
112
-27
539
$5K ﹤0.01%
53
540
$5K ﹤0.01%
41
541
$5K ﹤0.01%
69
542
$5K ﹤0.01%
100
543
$5K ﹤0.01%
92
544
$5K ﹤0.01%
100
545
$5K ﹤0.01%
66
546
$5K ﹤0.01%
4
547
$5K ﹤0.01%
158
548
$5K ﹤0.01%
904
549
$5K ﹤0.01%
240
-15
550
$4K ﹤0.01%
50
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