BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
-3.52%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$132M
AUM Growth
+$20.4M
(+18%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
19.17%
Top 10 Holdings %
Top 10 Hldgs %
37.29%
Holding
708
New
571
Increased
41
Reduced
35
Closed
1
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$1.61M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.43M |
| 3 |
Eli Lilly
LLY
|
$1.26M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$980K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$756K |
Top Sells
| 1 |
Wabash National
WNC
|
$1.53M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$456K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$327K |
| 4 |
JPMorgan Chase
JPM
|
$248K |
| 5 |
Amazon
AMZN
|
$131K |
Sector Composition
| 1 | Healthcare | 27.8% |
| 2 | Financials | 10.32% |
| 3 | Technology | 8.32% |
| 4 | Industrials | 6.29% |
| 5 | Consumer Staples | 5.93% |
