BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K ﹤0.01%
500
552
$10K ﹤0.01%
273
553
$10K ﹤0.01%
400
554
$10K ﹤0.01%
76
555
$10K ﹤0.01%
6
556
$10K ﹤0.01%
+75
557
$10K ﹤0.01%
153
558
$10K ﹤0.01%
150
559
$9K ﹤0.01%
200
560
$9K ﹤0.01%
+555
561
$9K ﹤0.01%
665
562
$9K ﹤0.01%
41
563
$9K ﹤0.01%
88
564
$9K ﹤0.01%
159
565
$9K ﹤0.01%
215
-309
566
$9K ﹤0.01%
160
567
$9K ﹤0.01%
1,000
568
$9K ﹤0.01%
1,425
569
$9K ﹤0.01%
674
+21
570
$9K ﹤0.01%
52
571
$9K ﹤0.01%
55
572
$9K ﹤0.01%
99
573
$9K ﹤0.01%
320
+2
574
$9K ﹤0.01%
285
575
$9K ﹤0.01%
78