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
601
$3K ﹤0.01%
+165
602
$3K ﹤0.01%
60
603
$3K ﹤0.01%
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604
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25
-36
605
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53
606
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607
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608
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45
609
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325
610
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25
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25
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21
617
$2K ﹤0.01%
+2
618
$2K ﹤0.01%
100
619
$2K ﹤0.01%
45
620
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85
-100
621
$2K ﹤0.01%
95
622
$2K ﹤0.01%
96
623
$2K ﹤0.01%
112
624
$2K ﹤0.01%
63
-616
625
$2K ﹤0.01%
500
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