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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.49M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.06M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.61%
2 Financials 10.56%
3 Technology 8.47%
4 Industrials 7.71%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.25%
+19,677
102
$271K 0.24%
+1,504
103
$269K 0.24%
+9,626
104
$267K 0.24%
+6,300
105
$255K 0.23%
+1,965
106
$253K 0.23%
+6,571
107
$249K 0.22%
+9,432
108
$249K 0.22%
+2,259
109
$249K 0.22%
+5,260
110
$247K 0.22%
+4,943
111
$244K 0.22%
+1,612
112
$244K 0.22%
+2,086
113
$242K 0.22%
+4,416
114
$240K 0.22%
+12,938
115
$235K 0.21%
+6,468
116
$232K 0.21%
+3,190
117
$230K 0.21%
+2,256
118
$220K 0.2%
+3,711
119
$217K 0.2%
+1,246
120
$216K 0.19%
+3,900
121
$216K 0.19%
+3,101
122
$213K 0.19%
+1,869
123
$213K 0.19%
+1,790
124
$212K 0.19%
+13,912
125
$210K 0.19%
+843
2 3 4
5
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