BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$1K ﹤0.01%
+101
802
$1K ﹤0.01%
+130
803
$1K ﹤0.01%
10
-3
804
$1K ﹤0.01%
41
805
$1K ﹤0.01%
49
806
$1K ﹤0.01%
11
807
$1K ﹤0.01%
88
808
$1K ﹤0.01%
35
809
$1K ﹤0.01%
20
810
$1K ﹤0.01%
54
811
$1K ﹤0.01%
4
812
$1K ﹤0.01%
231
-1,442
813
$1K ﹤0.01%
7
814
$1K ﹤0.01%
100
815
$1K ﹤0.01%
29
816
0
817
$1K ﹤0.01%
7
818
$1K ﹤0.01%
100
819
$1K ﹤0.01%
119
820
$1K ﹤0.01%
81
821
$1K ﹤0.01%
38
822
$1K ﹤0.01%
127
823
$1K ﹤0.01%
390
824
$1K ﹤0.01%
+80
825
$1K ﹤0.01%
27