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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.49M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.06M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.61%
2 Financials 10.56%
3 Technology 8.47%
4 Industrials 7.71%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.47%
+11,249
52
$503K 0.45%
+3,335
53
$500K 0.45%
+2,040
54
$488K 0.44%
+5,051
55
$487K 0.44%
+12,540
56
$478K 0.43%
+5,147
57
$466K 0.42%
+3,512
58
$465K 0.42%
+5,646
59
$464K 0.42%
+18,066
60
$462K 0.42%
+4,686
61
$456K 0.41%
+5,929
62
$431K 0.39%
+11,300
63
$428K 0.39%
+2,427
64
$420K 0.38%
+7,941
65
$420K 0.38%
+11,902
66
$412K 0.37%
+6,254
67
$407K 0.37%
+7,780
68
$381K 0.34%
+4,532
69
$367K 0.33%
+2,470
70
$363K 0.33%
+9,600
71
$353K 0.32%
+4,259
72
$350K 0.32%
+1,721
73
$348K 0.31%
+4,469
74
$345K 0.31%
+18,834
75
$341K 0.31%
+21,255
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