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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.27%
3,252
-192
52
$1.9M 0.26%
4,522
-40
53
$1.89M 0.26%
30,235
-600
54
$1.8M 0.25%
12,351
-129
55
$1.76M 0.24%
9,727
+329
56
$1.72M 0.24%
4,197
-178
57
$1.68M 0.23%
15,241
-265
58
$1.64M 0.23%
5,681
-75
59
$1.64M 0.23%
2,952
-26
60
$1.64M 0.23%
28,382
+472
61
$1.61M 0.22%
40,138
62
$1.58M 0.22%
29,029
+109
63
$1.58M 0.22%
4,179
-1,305
64
$1.57M 0.22%
47,670
+7,023
65
$1.45M 0.2%
10,874
+289
66
$1.44M 0.2%
14,387
+1,707
67
$1.43M 0.2%
4,650
+1
68
$1.43M 0.2%
22,678
-367
69
$1.42M 0.2%
5,505
-40
70
$1.39M 0.19%
4,333
-7
71
$1.37M 0.19%
29,500
+619
72
$1.37M 0.19%
13,053
73
$1.36M 0.19%
7,618
74
$1.35M 0.19%
6,092
-3
75
$1.35M 0.19%
37,545
-52
1 2
3
4 5