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
$287M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.54%
2 Technology 11.62%
3 Financials 6.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$10K ﹤0.01%
337
+170
677
$10K ﹤0.01%
1,000
678
$10K ﹤0.01%
200
679
$10K ﹤0.01%
1,000
680
$9K ﹤0.01%
127
681
$9K ﹤0.01%
266
+200
682
$9K ﹤0.01%
74
683
$9K ﹤0.01%
248
684
$9K ﹤0.01%
160
685
$9K ﹤0.01%
81
686
$9K ﹤0.01%
124
+104
687
$9K ﹤0.01%
25
688
$9K ﹤0.01%
+468
689
$9K ﹤0.01%
555
690
$9K ﹤0.01%
35
-9
691
$9K ﹤0.01%
114
-17
692
$9K ﹤0.01%
60
693
$9K ﹤0.01%
160
694
$9K ﹤0.01%
676
695
$9K ﹤0.01%
229
696
$9K ﹤0.01%
600
697
$9K ﹤0.01%
730
698
$9K ﹤0.01%
925
+650
699
$9K ﹤0.01%
162
700
$9K ﹤0.01%
827
+185