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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-100
727
– –
0
728
$0 ﹤0.01%
81
729
$0 ﹤0.01%
+15
730
$0 ﹤0.01%
24
731
$0 ﹤0.01%
2
732
$0 ﹤0.01%
39
733
$0 ﹤0.01%
10
734
$0 ﹤0.01%
1
735
$0 ﹤0.01%
+8
736
– –
-15
737
– –
-1
738
$0 ﹤0.01%
6
739
$0 ﹤0.01%
7
740
– –
-75
741
$0 ﹤0.01%
5
742
$0 ﹤0.01%
59
+3
743
$0 ﹤0.01%
1
26 27 28 29
30