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
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$6K ﹤0.01%
1,000
627
$6K ﹤0.01%
226
628
$6K ﹤0.01%
160
629
$6K ﹤0.01%
160
630
$6K ﹤0.01%
+237
631
$6K ﹤0.01%
499
632
$6K ﹤0.01%
21
633
$6K ﹤0.01%
16
634
$6K ﹤0.01%
+200
635
$6K ﹤0.01%
35
636
$6K ﹤0.01%
36
637
$6K ﹤0.01%
174
+1
638
$6K ﹤0.01%
92
639
$6K ﹤0.01%
85
640
$6K ﹤0.01%
1,000
641
$6K ﹤0.01%
1,000
642
$5K ﹤0.01%
200
643
$5K ﹤0.01%
70
644
$5K ﹤0.01%
98
645
$5K ﹤0.01%
+25
646
$5K ﹤0.01%
125
647
$5K ﹤0.01%
59
648
$5K ﹤0.01%
114
649
$5K ﹤0.01%
+40
650
$5K ﹤0.01%
35