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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.17%
1,694
77
$801K 0.17%
7,257
-57
78
$795K 0.17%
4,875
79
$792K 0.17%
2,760
-50
80
$788K 0.16%
23,250
81
$767K 0.16%
5,554
-82
82
$734K 0.15%
8,784
+31
83
$722K 0.15%
11,403
+7,507
84
$713K 0.15%
6,175
+54
85
$709K 0.15%
19,807
86
$706K 0.15%
13,053
87
$703K 0.15%
65,174
+2,798
88
$689K 0.14%
+4,845
89
$685K 0.14%
22,660
-4,465
90
$684K 0.14%
14,752
-2,617
91
$669K 0.14%
10,653
+4
92
$661K 0.14%
12,748
93
$656K 0.14%
26,927
-47
94
$653K 0.14%
13,184
95
$644K 0.13%
23,114
+903
96
$643K 0.13%
22,336
97
$635K 0.13%
17,461
-1,144
98
$623K 0.13%
6,289
+127
99
$616K 0.13%
11,248
+4
100
$610K 0.13%
35,370
+7,893
2 3
4
5 6