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
651
$1K ﹤0.01%
20
652
$1K ﹤0.01%
30
653
$1K ﹤0.01%
27
654
$1K ﹤0.01%
49
655
$1K ﹤0.01%
41
656
$1K ﹤0.01%
49
657
$1K ﹤0.01%
13
658
$1K ﹤0.01%
9
659
$1K ﹤0.01%
22
660
$1K ﹤0.01%
37
661
$1K ﹤0.01%
120
662
$1K ﹤0.01%
42
663
$1K ﹤0.01%
10
664
$1K ﹤0.01%
29
665
$1K ﹤0.01%
29
666
$1K ﹤0.01%
46
667
$1K ﹤0.01%
50
668
$1K ﹤0.01%
50
669
$1K ﹤0.01%
81
670
$1K ﹤0.01%
18
671
$1K ﹤0.01%
390
672
$1K ﹤0.01%
27
-65
673
$1K ﹤0.01%
10
674
$1K ﹤0.01%
3
675
$1K ﹤0.01%
79