BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
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%
146
528
$9K ﹤0.01%
52
529
$9K ﹤0.01%
311
530
$9K ﹤0.01%
160
531
$9K ﹤0.01%
148
532
$9K ﹤0.01%
200
533
$9K ﹤0.01%
430
534
$9K ﹤0.01%
98
535
$9K ﹤0.01%
318
536
$8K ﹤0.01%
500
537
$8K ﹤0.01%
159
538
$8K ﹤0.01%
+200
539
$8K ﹤0.01%
400
540
$8K ﹤0.01%
452
541
$8K ﹤0.01%
1,425
542
$8K ﹤0.01%
653
+15
543
$8K ﹤0.01%
76
544
$8K ﹤0.01%
52
545
$8K ﹤0.01%
130
+77
546
$8K ﹤0.01%
+500
547
$8K ﹤0.01%
15
-5
548
$8K ﹤0.01%
99
549
$8K ﹤0.01%
153
550
$8K ﹤0.01%
150