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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$636K
2 +$571K
3 +$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1 +$583K
2 +$538K
3 +$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5K ﹤0.01%
2,388
552
$5K ﹤0.01%
57
553
$5K ﹤0.01%
+75
554
$5K ﹤0.01%
69
555
$5K ﹤0.01%
92
556
$5K ﹤0.01%
4
557
$5K ﹤0.01%
+50
558
$5K ﹤0.01%
904
+573
559
$5K ﹤0.01%
255
-18
560
$4K ﹤0.01%
102
561
$4K ﹤0.01%
125
562
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124
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120
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304
566
$4K ﹤0.01%
74
567
$4K ﹤0.01%
170
568
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178
569
$4K ﹤0.01%
116
570
$4K ﹤0.01%
430
571
$4K ﹤0.01%
50
572
$4K ﹤0.01%
63
573
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53
-32
574
$4K ﹤0.01%
41
575
$4K ﹤0.01%
+164