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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$868K 0.25%
9,544
+380
52
$857K 0.25%
5,058
-391
53
$847K 0.25%
2,443
+270
54
$813K 0.24%
8,922
+629
55
$808K 0.24%
27,420
-10,270
56
$794K 0.23%
17,639
+8,431
57
$778K 0.23%
8,196
+2
58
$775K 0.23%
3,478
59
$774K 0.23%
14,998
-1,049
60
$769K 0.23%
12,301
+7,108
61
$764K 0.22%
4,336
+1,175
62
$760K 0.22%
4,171
+145
63
$735K 0.22%
5,440
64
$734K 0.21%
24,458
-152
65
$725K 0.21%
3,610
66
$689K 0.2%
6,737
67
$688K 0.2%
3,146
+10
68
$679K 0.2%
3,024
+186
69
$678K 0.2%
+11,949
70
$662K 0.19%
4,777
-169
71
$660K 0.19%
9,600
72
$642K 0.19%
10,357
+2
73
$634K 0.19%
10,678
+10,570
74
$628K 0.18%
7,921
+2,362
75
$619K 0.18%
4,875
1 2
3
4 5