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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.28%
+7,019
77
$358K 0.27%
19,284
+450
78
$351K 0.27%
21,255
79
$348K 0.26%
12,744
80
$343K 0.26%
4,428
-104
81
$333K 0.25%
6,460
82
$329K 0.25%
2,470
83
$324K 0.25%
7,968
+1,500
84
$322K 0.24%
3,794
+22
85
$321K 0.24%
2,117
+3
86
$321K 0.24%
4,259
87
$318K 0.24%
3,409
+3
88
$315K 0.24%
6,254
89
$309K 0.23%
4,455
+1
90
$308K 0.23%
1,916
91
$308K 0.23%
3,046
+790
92
$300K 0.23%
28,554
93
$299K 0.23%
1
94
$298K 0.23%
6,450
95
$298K 0.23%
18,216
-30
96
$295K 0.22%
2,342
-132
97
$295K 0.22%
7,078
-117
98
$293K 0.22%
4,201
-569
99
$292K 0.22%
3,354
100
$292K 0.22%
3,685
2 3
4
5 6