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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.27%
2,848
+39
77
$363K 0.26%
3,183
-175
78
$359K 0.26%
36,054
-390
79
$331K 0.24%
4,445
+111
80
$321K 0.23%
3,877
+27
81
$317K 0.23%
6,820
+360
82
$306K 0.22%
1,621
-30
83
$304K 0.22%
5,929
84
$301K 0.22%
1,919
+1
85
$292K 0.21%
2,115
86
$289K 0.21%
2,190
+133
87
$288K 0.21%
7,198
88
$286K 0.21%
1,821
89
$285K 0.21%
1,697
+611
90
$285K 0.21%
18,216
91
$281K 0.2%
1,070
+238
92
$271K 0.2%
5,221
-4,588
93
$271K 0.2%
3,354
94
$270K 0.19%
4,331
-185
95
$267K 0.19%
4,033
-444
96
$264K 0.19%
1,973
+4
97
$260K 0.19%
11,902
98
$259K 0.19%
6,450
99
$247K 0.18%
19,677
100
$245K 0.18%
5,311
+10
2 3
4
5 6