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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.18%
3,644
-15
102
$241K 0.17%
5,330
+115
103
$241K 0.17%
6,300
104
$240K 0.17%
12,156
105
$240K 0.17%
10,066
+3
106
$237K 0.17%
1,811
-136
107
$234K 0.17%
5,573
+1,180
108
$233K 0.17%
6,254
109
$228K 0.16%
1,171
110
$228K 0.16%
6,206
-94
111
$228K 0.16%
4,000
112
$224K 0.16%
3,025
+18
113
$223K 0.16%
10,900
114
$213K 0.15%
661
115
$213K 0.15%
857
116
$210K 0.15%
1,918
+7
117
$209K 0.15%
4,760
+3
118
$204K 0.15%
12,937
119
$203K 0.15%
2,816
120
$201K 0.14%
2,468
+18
121
$201K 0.14%
2,420
+3
122
$194K 0.14%
4,620
123
$194K 0.14%
2,170
+7
124
$192K 0.14%
4,471
125
$187K 0.13%
13,912
3 4
5
6 7