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
676
$2K ﹤0.01%
120
677
$2K ﹤0.01%
+77
678
$2K ﹤0.01%
+11
679
$2K ﹤0.01%
+102
680
$2K ﹤0.01%
50
681
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682
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683
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34
684
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685
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1
693
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+42
697
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+27
698
$1K ﹤0.01%
16
699
$1K ﹤0.01%
81
700
$1K ﹤0.01%
3
26 27
28
29 30