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
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Sells

1 +$311K
2 +$206K
3 +$202K
4
PATK icon
Patrick Industries
PATK
+$176K
5
XOM icon
Exxon Mobil
XOM
+$103K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K 0.01%
+75
527
$9K ﹤0.01%
160
528
$9K ﹤0.01%
148
529
$9K ﹤0.01%
200
530
$9K ﹤0.01%
430
531
$9K ﹤0.01%
98
532
$9K ﹤0.01%
318
533
$9K ﹤0.01%
146
534
$9K ﹤0.01%
52
535
$9K ﹤0.01%
311
536
$8K ﹤0.01%
500
537
$8K ﹤0.01%
200
538
$8K ﹤0.01%
159
539
$8K ﹤0.01%
+200
540
$8K ﹤0.01%
400
541
$8K ﹤0.01%
452
542
$8K ﹤0.01%
1,425
543
$8K ﹤0.01%
653
+15
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$8K ﹤0.01%
76
545
$8K ﹤0.01%
52
546
$8K ﹤0.01%
130
+77
547
$8K ﹤0.01%
+500
548
$8K ﹤0.01%
15
-5
549
$8K ﹤0.01%
99
550
$8K ﹤0.01%
153