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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.29%
38,130
+13,842
77
$407K 0.27%
36,444
+5,214
78
$384K 0.26%
4,477
+20
79
$382K 0.25%
5,929
80
$375K 0.25%
3,481
81
$373K 0.25%
7,389
-670
82
$367K 0.24%
2,470
83
$367K 0.24%
15,190
84
$354K 0.24%
1,821
+100
85
$343K 0.23%
1,651
86
$341K 0.23%
11,902
87
$339K 0.23%
6,460
88
$337K 0.22%
4,334
+33
89
$335K 0.22%
1,918
+1
90
$333K 0.22%
4,516
+185
91
$323K 0.22%
2,115
92
$318K 0.21%
3,850
-13
93
$314K 0.21%
3,354
94
$312K 0.21%
1,969
-148
95
$311K 0.21%
18,216
96
$305K 0.2%
3,659
97
$300K 0.2%
10,900
98
$297K 0.2%
7,198
+120
99
$297K 0.2%
1,481
100
$296K 0.2%
5,118
-2
2 3
4
5 6