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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.36%
21,960
52
$486K 0.35%
4,818
53
$471K 0.34%
5,098
-1
54
$465K 0.33%
9,423
55
$457K 0.33%
8,132
-182
56
$450K 0.32%
12,744
57
$450K 0.32%
17,767
-300
58
$447K 0.32%
20,718
-736
59
$442K 0.32%
12,063
+114
60
$441K 0.32%
9,600
61
$441K 0.32%
8,520
+100
62
$436K 0.31%
1,898
63
$430K 0.31%
5,720
-280
64
$424K 0.31%
4,128
65
$419K 0.3%
4,686
66
$409K 0.29%
12,540
67
$385K 0.28%
18,609
-675
68
$383K 0.28%
5,738
69
$382K 0.27%
4,428
-4,683
70
$382K 0.27%
3,512
-674
71
$381K 0.27%
2,470
72
$381K 0.27%
5,499
+61
73
$380K 0.27%
7,389
74
$377K 0.27%
37,758
-372
75
$374K 0.27%
15,190
1 2
3
4 5