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
$176M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.74%
2 Technology 9.71%
3 Financials 8.87%
4 Consumer Staples 5.28%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
121
577
$6K ﹤0.01%
129
578
$6K ﹤0.01%
100
579
$5K ﹤0.01%
125
580
$5K ﹤0.01%
+452
581
$5K ﹤0.01%
59
582
$5K ﹤0.01%
114
583
$5K ﹤0.01%
120
584
$5K ﹤0.01%
25
585
$5K ﹤0.01%
63
586
$5K ﹤0.01%
650
587
$5K ﹤0.01%
93
588
$5K ﹤0.01%
239
589
$5K ﹤0.01%
41
590
$5K ﹤0.01%
74
591
$5K ﹤0.01%
62
+46
592
$5K ﹤0.01%
178
593
$5K ﹤0.01%
25
594
$5K ﹤0.01%
41
595
$5K ﹤0.01%
65
596
$5K ﹤0.01%
53
597
$5K ﹤0.01%
100
598
$5K ﹤0.01%
158
599
$5K ﹤0.01%
904
600
$4K ﹤0.01%
30