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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.25%
5,756
+450
52
$1.75M 0.25%
4,562
+59
53
$1.69M 0.24%
3,444
54
$1.66M 0.23%
23,045
-92
55
$1.65M 0.23%
28,920
+1,739
56
$1.64M 0.23%
4,375
-28
57
$1.64M 0.23%
30,835
-811
58
$1.61M 0.23%
2,806
-12
59
$1.57M 0.22%
2,978
+38
60
$1.56M 0.22%
40,138
-590
61
$1.55M 0.22%
27,910
+1,530
62
$1.5M 0.21%
5,545
+410
63
$1.49M 0.21%
15,506
-427
64
$1.43M 0.2%
5,484
-15
65
$1.4M 0.2%
10,585
+167
66
$1.34M 0.19%
20,634
+481
67
$1.31M 0.19%
28,881
+1,295
68
$1.31M 0.18%
37,597
69
$1.29M 0.18%
7,618
-88
70
$1.29M 0.18%
4,649
-222
71
$1.28M 0.18%
40,647
+1,722
72
$1.28M 0.18%
12,680
73
$1.26M 0.18%
6,095
-325
74
$1.25M 0.18%
8,504
+185
75
$1.23M 0.17%
30,318
+10,925
1 2
3
4 5