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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.15%
2,542
+127
102
$489K 0.14%
2,212
+134
103
$487K 0.14%
4,136
104
$486K 0.14%
13,053
105
$485K 0.14%
5,050
-77
106
$481K 0.14%
9,487
-23
107
$471K 0.14%
6,161
+353
108
$469K 0.14%
6,094
-178
109
$469K 0.14%
10,740
110
$447K 0.13%
932
+29
111
$440K 0.13%
2,100
112
$432K 0.13%
2,885
+19
113
$431K 0.13%
4,620
114
$431K 0.13%
4,245
+549
115
$428K 0.13%
6,450
116
$426K 0.12%
13,687
-318
117
$419K 0.12%
5,879
+1,183
118
$418K 0.12%
28,104
119
$405K 0.12%
1,900
+111
120
$399K 0.12%
16,698
+9
121
$396K 0.12%
14,508
+70
122
$393K 0.12%
9,413
-80
123
$391K 0.11%
4,891
+1,798
124
$387K 0.11%
13,301
-585
125
$386K 0.11%
14,593
3 4
5
6 7