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
576
$4K ﹤0.01%
+124
577
$4K ﹤0.01%
+138
578
$4K ﹤0.01%
+50
579
$4K ﹤0.01%
+105
580
$4K ﹤0.01%
+147
581
$4K ﹤0.01%
+104
582
$4K ﹤0.01%
+66
583
$4K ﹤0.01%
+60
584
$3K ﹤0.01%
+100
585
$3K ﹤0.01%
+53
586
$3K ﹤0.01%
+136
587
$3K ﹤0.01%
+1,210
588
$3K ﹤0.01%
+300
589
$3K ﹤0.01%
+58
590
$3K ﹤0.01%
+180
591
$3K ﹤0.01%
+325
592
$3K ﹤0.01%
+149
593
$3K ﹤0.01%
+19
594
$3K ﹤0.01%
+53
595
$3K ﹤0.01%
+95
596
$3K ﹤0.01%
+96
597
$3K ﹤0.01%
+500
598
$3K ﹤0.01%
+157
599
$3K ﹤0.01%
+79
600
$3K ﹤0.01%
+100
22 23
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