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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.18%
14,550
77
$1.3M 0.18%
8,497
-7
78
$1.29M 0.18%
29,719
+1,605
79
$1.29M 0.18%
4,875
80
$1.29M 0.18%
75,952
+5,934
81
$1.28M 0.18%
4,859
+1,146
82
$1.26M 0.18%
30,190
-128
83
$1.21M 0.17%
1,161
+62
84
$1.21M 0.17%
14,210
+4,613
85
$1.18M 0.16%
18,805
+3,343
86
$1.17M 0.16%
17,270
+40
87
$1.14M 0.16%
21,965
88
$1.05M 0.15%
17,144
-3,490
89
$1.02M 0.14%
5,735
+793
90
$990K 0.14%
2,832
-124
91
$959K 0.13%
6,992
+128
92
$957K 0.13%
24,067
-773
93
$925K 0.13%
21,520
-213
94
$921K 0.13%
34,824
+5,329
95
$895K 0.12%
3,521
-244
96
$895K 0.12%
23,250
97
$856K 0.12%
4,404
+57
98
$844K 0.12%
9,199
+25
99
$841K 0.12%
3,354
+646
100
$837K 0.12%
35,649
+27
2 3
4
5 6