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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.38%
9,809
+389
52
$556K 0.37%
4,183
53
$550K 0.37%
4,999
-14
54
$547K 0.37%
11,320
+9
55
$545K 0.36%
6,000
+2,280
56
$540K 0.36%
5,099
+124
57
$524K 0.35%
21,454
+966
58
$523K 0.35%
5,621
59
$508K 0.34%
21,960
60
$489K 0.33%
4,818
-49
61
$488K 0.33%
1,898
62
$485K 0.32%
12,744
63
$485K 0.32%
4,128
64
$479K 0.32%
5,738
65
$472K 0.32%
8,420
+420
66
$464K 0.31%
19,284
67
$457K 0.31%
4,686
68
$454K 0.3%
18,067
+1
69
$452K 0.3%
12,540
70
$446K 0.3%
2,809
+149
71
$446K 0.3%
8,314
+339
72
$445K 0.3%
5,438
+43
73
$445K 0.3%
3,358
-61
74
$444K 0.3%
12,156
75
$442K 0.3%
9,600
1 2
3
4 5