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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.19%
2,057
+232
102
$290K 0.19%
6,450
103
$289K 0.19%
1,947
-154
104
$284K 0.19%
5,301
+9
105
$276K 0.18%
3,335
106
$273K 0.18%
5,620
107
$269K 0.18%
10,063
+2
108
$268K 0.18%
6,300
-91
109
$261K 0.17%
4,000
110
$256K 0.17%
6,300
111
$251K 0.17%
5,215
-31
112
$247K 0.16%
4,471
+43
113
$245K 0.16%
19,677
114
$243K 0.16%
661
+35
115
$241K 0.16%
12,937
116
$236K 0.16%
1,171
117
$235K 0.16%
2,417
+3
118
$233K 0.16%
857
+20
119
$232K 0.15%
3,007
-28
120
$232K 0.15%
6,254
121
$231K 0.15%
832
122
$228K 0.15%
3,101
123
$219K 0.15%
4,620
124
$219K 0.15%
2,876
+250
125
$217K 0.14%
1,980
3 4
5
6 7