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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K 0.01%
215
527
$8K 0.01%
160
528
$7K ﹤0.01%
+111
529
$7K ﹤0.01%
233
530
$7K ﹤0.01%
142
531
$7K ﹤0.01%
500
532
$7K ﹤0.01%
239
533
$7K ﹤0.01%
41
534
$7K ﹤0.01%
212
535
$7K ﹤0.01%
171
536
$7K ﹤0.01%
175
537
$7K ﹤0.01%
76
538
$7K ﹤0.01%
52
539
$7K ﹤0.01%
+252
540
$7K ﹤0.01%
+221
541
$7K ﹤0.01%
301
542
$7K ﹤0.01%
100
-10
543
$7K ﹤0.01%
240
544
$6K ﹤0.01%
304
545
$6K ﹤0.01%
146
546
$6K ﹤0.01%
100
547
$6K ﹤0.01%
80
548
$6K ﹤0.01%
2,618
+230
549
$6K ﹤0.01%
57
550
$6K ﹤0.01%
112