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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
20
727
$1K ﹤0.01%
+15
728
$1K ﹤0.01%
22
729
$1K ﹤0.01%
32
730
$1K ﹤0.01%
500
731
$1K ﹤0.01%
37
732
$1K ﹤0.01%
7
733
$1K ﹤0.01%
31
734
$1K ﹤0.01%
10
735
$1K ﹤0.01%
29
736
– –
0
737
$1K ﹤0.01%
12
738
$1K ﹤0.01%
81
739
$1K ﹤0.01%
18
740
$1K ﹤0.01%
390
741
$1K ﹤0.01%
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742
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+94
743
$1K ﹤0.01%
27
744
$1K ﹤0.01%
10
745
$1K ﹤0.01%
+19
746
– –
-300
747
– –
-5
748
$0 ﹤0.01%
2
749
– –
-4
750
$0 ﹤0.01%
19
28 29
30
31 32