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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
+100
552
$5K ﹤0.01%
+87
553
$5K ﹤0.01%
+4
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
+59
556
$5K ﹤0.01%
+92
557
$5K ﹤0.01%
+142
558
$5K ﹤0.01%
+391
559
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560
$5K ﹤0.01%
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561
$4K ﹤0.01%
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562
$4K ﹤0.01%
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$4K ﹤0.01%
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564
$4K ﹤0.01%
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565
$4K ﹤0.01%
+153
566
$4K ﹤0.01%
+100
567
$4K ﹤0.01%
+60
568
$4K ﹤0.01%
+33
569
$4K ﹤0.01%
+200
570
$4K ﹤0.01%
+366
571
$4K ﹤0.01%
+15
572
$4K ﹤0.01%
+30
573
$4K ﹤0.01%
+76
574
$4K ﹤0.01%
+295
575
$4K ﹤0.01%
+123
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