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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.17%
4,340
+5
77
$1.12M 0.16%
17,230
+317
78
$1.12M 0.16%
14,550
79
$1.11M 0.16%
28,114
+1,774
80
$1.1M 0.15%
3,941
+3
81
$1.09M 0.15%
13,053
82
$1.03M 0.15%
4,875
-24
83
$1.03M 0.15%
70,018
+527
84
$991K 0.14%
11,722
+741
85
$987K 0.14%
3,765
+5
86
$974K 0.14%
1,099
-50
87
$957K 0.14%
24,840
+264
88
$945K 0.13%
15,462
+1,993
89
$902K 0.13%
3,713
+322
90
$898K 0.13%
21,733
91
$894K 0.13%
9,174
+293
92
$863K 0.12%
4,942
-307
93
$858K 0.12%
23,250
94
$854K 0.12%
29,495
+1,522
95
$838K 0.12%
21,965
96
$825K 0.12%
4,347
+76
97
$813K 0.11%
2,956
+401
98
$805K 0.11%
6,864
-740
99
$795K 0.11%
33,895
+718
100
$790K 0.11%
35,622
+93
2 3
4
5 6