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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.49M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.06M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.61%
2 Financials 10.56%
3 Technology 8.47%
4 Industrials 7.71%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.3%
+3,406
77
$336K 0.3%
+6,460
78
$335K 0.3%
+4,770
79
$330K 0.3%
+3,772
80
$326K 0.29%
+5,367
81
$322K 0.29%
+2,114
82
$316K 0.28%
+12,744
83
$313K 0.28%
+6,450
84
$311K 0.28%
+18,246
85
$308K 0.28%
+7,195
86
$306K 0.28%
+2,474
87
$306K 0.28%
+2,274
88
$304K 0.27%
+28,554
89
$298K 0.27%
+1
90
$297K 0.27%
+27,654
91
$297K 0.27%
+1,916
92
$296K 0.27%
+5,620
93
$296K 0.27%
+3,685
94
$294K 0.26%
+4,150
95
$291K 0.26%
+4,454
96
$285K 0.26%
+4,880
97
$285K 0.26%
+3,354
98
$285K 0.26%
+5,300
99
$284K 0.26%
+2,115
100
$279K 0.25%
+9,437
2 3
4
5 6