BFC

Bedel Financial Consulting Portfolio holdings

AUM $697M
AUM
$697M
AUM Growth
-$22.5M
Cap. Flow
+$19.7M
Cap. Flow %
2.82%
Top 10 Hldgs %
60.73%
Holding
274
New
8
Increased
133
Reduced
44
Closed
14
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$813K0.12%3,812
$805K0.12%4,404
$783K0.11%11,767
+86
+0.7%
+$5.72K
$774K0.11%10,679
+3
+0%
+$218
$769K0.11%35,694
+45
+0.1%
+$969
$752K0.11%3,019
+2
+0.1%
+$498
$726K0.1%36,410
+405
+1%
+$8.08K
$710K0.1%2,961
-560
-16%
-$134K
$709K0.1%5,379
$707K0.1%5,519
$688K0.1%3,438
+184
+6%
+$36.8K
$676K0.1%12,597
+1,837
+17%
+$98.6K
$672K0.1%1,780
+69
+4%
+$26.1K
$667K0.1%1,691
+626
+59%
+$247K
$667K0.1%2,602
+7
+0.3%
+$1.79K
$666K0.1%9,065
+168
+2%
+$12.3K
$664K0.1%10,973
-2,480
-18%
-$150K
$658K0.09%29,770
-452
-2%
-$9.99K
$656K0.09%13,184
$651K0.09%12,748
$651K0.09%27,412
$638K0.09%4,361
+1
+0%
+$146
$635K0.09%17,736
-184
-1%
-$6.59K
$625K0.09%1,948
+48
+3%
+$15.4K
$625K0.09%4,851