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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$616K 0.18%
6,760
+795
77
$612K 0.18%
+26,019
78
$609K 0.18%
20,353
-1,344
79
$599K 0.18%
+17,788
80
$592K 0.17%
1,227
+118
81
$591K 0.17%
49,143
+4,841
82
$588K 0.17%
104,939
+12,387
83
$582K 0.17%
9,008
+2,170
84
$569K 0.17%
20,097
85
$567K 0.17%
22,389
+510
86
$557K 0.16%
1,084
+83
87
$544K 0.16%
5,509
-51
88
$536K 0.16%
11,652
-292
89
$532K 0.16%
27,412
90
$531K 0.16%
36,078
+57
91
$525K 0.15%
6,272
+857
92
$524K 0.15%
4,843
+268
93
$522K 0.15%
19,356
-270
94
$521K 0.15%
17,099
95
$516K 0.15%
3,065
+1,500
96
$515K 0.15%
17,730
97
$515K 0.15%
4,802
98
$515K 0.15%
12,855
+9,805
99
$504K 0.15%
3,128
+68
100
$500K 0.15%
3,541
+82
2 3
4
5 6