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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
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602
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603
$3K ﹤0.01%
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+10
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$3K ﹤0.01%
34
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606
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607
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+63
609
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30
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350
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$3K ﹤0.01%
+47
617
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618
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619
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620
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32
+10
621
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100
622
$3K ﹤0.01%
55
623
$3K ﹤0.01%
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624
$3K ﹤0.01%
17
625
$3K ﹤0.01%
243
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