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
576
$3K ﹤0.01%
33
577
$3K ﹤0.01%
25
578
$3K ﹤0.01%
366
579
$3K ﹤0.01%
58
580
$3K ﹤0.01%
170
581
$3K ﹤0.01%
48
582
$3K ﹤0.01%
116
583
$3K ﹤0.01%
98
584
$3K ﹤0.01%
123
585
$3K ﹤0.01%
66
586
$3K ﹤0.01%
100
587
$3K ﹤0.01%
45
588
$3K ﹤0.01%
104
589
$3K ﹤0.01%
95
590
$3K ﹤0.01%
105
591
$3K ﹤0.01%
144
592
$3K ﹤0.01%
42
593
$3K ﹤0.01%
+244
594
$3K ﹤0.01%
92
-1,600
595
$3K ﹤0.01%
100
596
$3K ﹤0.01%
60
597
$3K ﹤0.01%
71
598
$2K ﹤0.01%
45
599
$2K ﹤0.01%
20
600
$2K ﹤0.01%
16
22 23
24
25 26