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
626
$2K ﹤0.01%
31
627
$2K ﹤0.01%
35
628
$2K ﹤0.01%
60
629
$2K ﹤0.01%
165
630
$2K ﹤0.01%
115
631
$1K ﹤0.01%
20
632
$1K ﹤0.01%
3
633
$1K ﹤0.01%
34
-316
634
$1K ﹤0.01%
4
635
$1K ﹤0.01%
12
636
$1K ﹤0.01%
10
637
$1K ﹤0.01%
1
638
$1K ﹤0.01%
14
639
$1K ﹤0.01%
23
640
$1K ﹤0.01%
16
-1
641
$1K ﹤0.01%
64
-73
642
$1K ﹤0.01%
48
643
$1K ﹤0.01%
16
644
$1K ﹤0.01%
94
645
$1K ﹤0.01%
22
646
$1K ﹤0.01%
134
647
$1K ﹤0.01%
22
648
$1K ﹤0.01%
42
649
$1K ﹤0.01%
7
650
$1K ﹤0.01%
14
24 25
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27 28