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
$287M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 31.54%
2 Technology 11.62%
3 Financials 6.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
100
727
$7K ﹤0.01%
150
728
$7K ﹤0.01%
92
729
$7K ﹤0.01%
+17
730
$7K ﹤0.01%
200
731
$7K ﹤0.01%
304
732
$7K ﹤0.01%
62
733
$7K ﹤0.01%
46
734
$7K ﹤0.01%
180
735
$7K ﹤0.01%
104
736
$7K ﹤0.01%
135
737
$7K ﹤0.01%
160
738
$7K ﹤0.01%
100
739
$7K ﹤0.01%
114
740
$6K ﹤0.01%
237
741
$6K ﹤0.01%
16
742
$6K ﹤0.01%
+102
743
$6K ﹤0.01%
48
744
$6K ﹤0.01%
104
745
$6K ﹤0.01%
133
746
$6K ﹤0.01%
75
747
$6K ﹤0.01%
11
-47
748
$6K ﹤0.01%
217
749
$6K ﹤0.01%
+4
750
$6K ﹤0.01%
180