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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.22%
2,136
-138
102
$284K 0.22%
5,620
103
$284K 0.22%
2,115
104
$283K 0.22%
9,440
+3
105
$282K 0.21%
1,612
106
$282K 0.21%
5,376
+9
107
$277K 0.21%
9,432
108
$277K 0.21%
10,059
+433
109
$276K 0.21%
4,428
-41
110
$262K 0.2%
4,416
111
$261K 0.2%
1,770
+495
112
$260K 0.2%
2,462
+203
113
$259K 0.2%
12,938
114
$259K 0.2%
19,677
115
$258K 0.2%
24,288
-3,366
116
$254K 0.19%
1,504
117
$248K 0.19%
6,300
118
$244K 0.19%
2,087
+1
119
$244K 0.19%
6,473
-98
120
$241K 0.18%
2,316
+351
121
$233K 0.18%
2,060
+191
122
$233K 0.18%
4,000
-150
123
$229K 0.17%
5,010
-250
124
$221K 0.17%
3,060
-1,820
125
$216K 0.16%
4,343
-600
3 4
5
6 7