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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.29%
41,692
52
$1.36M 0.28%
18,729
+196
53
$1.34M 0.28%
9,256
+24
54
$1.3M 0.27%
8,269
+73
55
$1.23M 0.26%
4,344
+393
56
$1.2M 0.25%
5,332
+131
57
$1.19M 0.25%
3,481
-135
58
$1.19M 0.25%
4,322
+494
59
$1.15M 0.24%
5,211
60
$1.14M 0.24%
23,138
-261
61
$1.13M 0.24%
15,429
-3,774
62
$1.11M 0.23%
2,727
+29
63
$1.11M 0.23%
33,212
+795
64
$1.1M 0.23%
10,030
+642
65
$1.09M 0.23%
29,739
+1,571
66
$1.05M 0.22%
4,179
67
$1.04M 0.22%
3,965
+143
68
$985K 0.21%
4,628
-866
69
$928K 0.19%
8,035
+15
70
$927K 0.19%
14,550
-7,155
71
$902K 0.19%
5,178
-1
72
$847K 0.18%
11,416
-206
73
$847K 0.18%
15,099
-36
74
$837K 0.17%
19,790
-920
75
$833K 0.17%
23,738
1 2
3
4 5