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
601
$2K ﹤0.01%
20
602
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15
603
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53
604
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1,210
605
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201
606
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8
607
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+58
608
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25
609
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25
610
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40
611
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55
-66
612
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84
-9
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34
614
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53
615
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243
-4,005
616
$2K ﹤0.01%
21
617
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2
618
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85
619
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22
620
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96
621
$2K ﹤0.01%
500
622
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36
623
$2K ﹤0.01%
22
624
$2K ﹤0.01%
81
-4,000
625
$2K ﹤0.01%
20
23 24
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26 27