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
651
$4K ﹤0.01%
18
652
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17
653
$4K ﹤0.01%
+75
654
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69
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656
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1,164
658
$4K ﹤0.01%
304
659
$4K ﹤0.01%
500
660
$4K ﹤0.01%
60
661
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+600
662
$3K ﹤0.01%
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663
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664
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665
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+36
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671
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8
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$3K ﹤0.01%
164
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$3K ﹤0.01%
24
675
$3K ﹤0.01%
9
+4