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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K 0.01%
45
527
$9K 0.01%
101
528
$9K 0.01%
162
529
$9K 0.01%
289
530
$9K 0.01%
1,000
531
$8K ﹤0.01%
160
532
$8K ﹤0.01%
146
533
$8K ﹤0.01%
791
534
$8K ﹤0.01%
322
535
$8K ﹤0.01%
76
536
$8K ﹤0.01%
449
+325
537
$8K ﹤0.01%
52
538
$8K ﹤0.01%
243
539
$8K ﹤0.01%
57
540
$8K ﹤0.01%
219
541
$8K ﹤0.01%
123
+2
542
$8K ﹤0.01%
301
543
$8K ﹤0.01%
500
544
$8K ﹤0.01%
310
545
$7K ﹤0.01%
52
546
$7K ﹤0.01%
200
547
$7K ﹤0.01%
55
+42
548
$7K ﹤0.01%
+173
549
$7K ﹤0.01%
258
+2
550
$7K ﹤0.01%
226
+2