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
626
$3K ﹤0.01%
65
627
$3K ﹤0.01%
48
628
$3K ﹤0.01%
95
629
$3K ﹤0.01%
+25
630
$3K ﹤0.01%
85
-20
631
$3K ﹤0.01%
+91
632
$3K ﹤0.01%
22
633
$3K ﹤0.01%
81
634
$3K ﹤0.01%
35
635
$3K ﹤0.01%
60
636
$3K ﹤0.01%
1,000
637
$3K ﹤0.01%
165
638
$3K ﹤0.01%
115
639
$3K ﹤0.01%
240
640
$2K ﹤0.01%
96
641
$2K ﹤0.01%
15
642
$2K ﹤0.01%
+16
643
$2K ﹤0.01%
+3
644
$2K ﹤0.01%
+80
645
$2K ﹤0.01%
+45
646
$2K ﹤0.01%
+134
647
$2K ﹤0.01%
201
648
$2K ﹤0.01%
+100
649
$2K ﹤0.01%
70
650
$2K ﹤0.01%
45
24 25
26
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