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
601
$2K ﹤0.01%
+40
602
$2K ﹤0.01%
+7
603
$2K ﹤0.01%
+20
604
$2K ﹤0.01%
+16
605
$2K ﹤0.01%
+34
606
$2K ﹤0.01%
+27
607
$2K ﹤0.01%
+49
608
$2K ﹤0.01%
+21
609
$2K ﹤0.01%
+350
610
$2K ﹤0.01%
+13
611
$2K ﹤0.01%
+100
612
$2K ﹤0.01%
+112
613
$2K ﹤0.01%
+36
614
$2K ﹤0.01%
+22
615
$2K ﹤0.01%
+20
616
$2K ﹤0.01%
+15
617
$2K ﹤0.01%
+75
618
$2K ﹤0.01%
+20
619
$2K ﹤0.01%
+15
620
$2K ﹤0.01%
+56
621
$2K ﹤0.01%
+45
622
$2K ﹤0.01%
+25
623
$2K ﹤0.01%
+25
624
$2K ﹤0.01%
+10
625
$2K ﹤0.01%
+75
23 24
25
26 27