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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$6K ﹤0.01%
650
552
$6K ﹤0.01%
45
553
$6K ﹤0.01%
69
554
$6K ﹤0.01%
100
555
$6K ﹤0.01%
61
556
$6K ﹤0.01%
99
557
$6K ﹤0.01%
318
558
$6K ﹤0.01%
+84
559
$6K ﹤0.01%
98
560
$6K ﹤0.01%
120
-7
561
$5K ﹤0.01%
+100
562
$5K ﹤0.01%
74
563
$5K ﹤0.01%
178
+18
564
$5K ﹤0.01%
167
+133
565
$5K ﹤0.01%
136
566
$5K ﹤0.01%
30
567
$5K ﹤0.01%
125
568
$5K ﹤0.01%
59
569
$5K ﹤0.01%
114
570
$5K ﹤0.01%
120
571
$5K ﹤0.01%
430
572
$5K ﹤0.01%
50
573
$5K ﹤0.01%
75
574
$5K ﹤0.01%
63
575
$5K ﹤0.01%
53