BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Sells

1 +$311K
2 +$206K
3 +$202K
4
PATK icon
Patrick Industries
PATK
+$176K
5
XOM icon
Exxon Mobil
XOM
+$103K

Sector Composition

1 Healthcare 29.3%
2 Technology 10.83%
3 Financials 5.81%
4 Consumer Discretionary 5.56%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$5K ﹤0.01%
200
627
$5K ﹤0.01%
500
628
$4K ﹤0.01%
30
629
$4K ﹤0.01%
200
630
$4K ﹤0.01%
304
631
$4K ﹤0.01%
100
+20
632
$4K ﹤0.01%
51
633
$4K ﹤0.01%
149
634
$4K ﹤0.01%
+73
635
$4K ﹤0.01%
101
636
$4K ﹤0.01%
149
637
$4K ﹤0.01%
226
+92
638
$4K ﹤0.01%
98
639
$4K ﹤0.01%
25
640
$4K ﹤0.01%
125
641
$4K ﹤0.01%
248
642
$4K ﹤0.01%
114
643
$4K ﹤0.01%
295
644
$4K ﹤0.01%
51
+24
645
$4K ﹤0.01%
47
646
$4K ﹤0.01%
16
647
$4K ﹤0.01%
+35
648
$4K ﹤0.01%
48
649
$4K ﹤0.01%
50
650
$4K ﹤0.01%
36