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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K 0.4%
11,227
+126
52
$511K 0.39%
4,128
53
$501K 0.38%
12,156
+907
54
$494K 0.38%
2,040
55
$490K 0.37%
5,646
56
$474K 0.36%
8,814
-181
57
$468K 0.36%
4,941
-110
58
$458K 0.35%
12,540
59
$446K 0.34%
4,686
60
$446K 0.34%
+4,326
61
$445K 0.34%
3,438
-74
62
$442K 0.34%
5,042
-105
63
$433K 0.33%
5,929
64
$432K 0.33%
18,066
65
$423K 0.32%
+5,492
66
$418K 0.32%
6,470
+98
67
$417K 0.32%
11,902
68
$403K 0.31%
10,900
-400
69
$401K 0.3%
7,780
70
$388K 0.29%
2,427
71
$384K 0.29%
3,335
72
$384K 0.29%
8,033
+92
73
$381K 0.29%
9,600
74
$380K 0.29%
1,721
75
$362K 0.28%
+14,674
1 2
3
4 5