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
576
$4K ﹤0.01%
+31
577
$4K ﹤0.01%
100
578
$4K ﹤0.01%
66
579
$4K ﹤0.01%
158
+58
580
$4K ﹤0.01%
155
+1
581
$4K ﹤0.01%
92
582
$4K ﹤0.01%
142
583
$4K ﹤0.01%
100
584
$3K ﹤0.01%
123
585
$3K ﹤0.01%
66
-36
586
$3K ﹤0.01%
33
587
$3K ﹤0.01%
136
588
$3K ﹤0.01%
1,210
589
$3K ﹤0.01%
+366
590
$3K ﹤0.01%
58
591
$3K ﹤0.01%
48
592
$3K ﹤0.01%
30
593
$3K ﹤0.01%
149
594
$3K ﹤0.01%
98
+30
595
$3K ﹤0.01%
93
-1,283
596
$3K ﹤0.01%
59
597
$3K ﹤0.01%
104
598
$3K ﹤0.01%
105
599
$3K ﹤0.01%
144
600
$3K ﹤0.01%
60
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