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
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$12K 0.01%
311
527
$12K 0.01%
422
528
$12K 0.01%
300
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$12K 0.01%
38
530
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+263
531
$12K 0.01%
98
532
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$12K 0.01%
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$12K 0.01%
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$11K ﹤0.01%
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536
$11K ﹤0.01%
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537
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-16
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$11K ﹤0.01%
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730
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541
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410
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548
$11K ﹤0.01%
333
549
$11K ﹤0.01%
+750
550
$10K ﹤0.01%
157