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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
160
-18
552
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30
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102
554
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93
-626
555
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556
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557
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74
558
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559
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321
+2
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120
565
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430
566
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25
-15
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568
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569
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+1
570
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65
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572
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573
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+2
574
$4K ﹤0.01%
50
575
$4K ﹤0.01%
142
21 22
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