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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$785K 0.11%
3,812
102
$766K 0.11%
10,672
+3
103
$737K 0.1%
1,885
-32
104
$734K 0.1%
1,419
+1
105
$734K 0.1%
6,466
-535
106
$726K 0.1%
4,353
+1
107
$721K 0.1%
2,539
-12
108
$712K 0.1%
5,397
-43
109
$704K 0.1%
3,186
-50
110
$692K 0.1%
27,430
+18
111
$690K 0.1%
5,682
+200
112
$675K 0.1%
12,748
113
$672K 0.09%
+5,744
114
$671K 0.09%
4,718
-206
115
$668K 0.09%
5,510
+306
116
$667K 0.09%
29,505
-150
117
$666K 0.09%
13,184
118
$663K 0.09%
2,193
-10
119
$661K 0.09%
18,348
120
$656K 0.09%
1,262
-66
121
$655K 0.09%
4,851
+597
122
$654K 0.09%
9,627
+27
123
$642K 0.09%
2,708
+136
124
$641K 0.09%
6,580
-587
125
$631K 0.09%
3,145
+13
3 4
5
6 7