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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$808K 0.11%
11,681
-41
102
$794K 0.11%
3,017
-169
103
$793K 0.11%
+7,828
104
$789K 0.11%
27,412
-18
105
$782K 0.11%
2,595
+56
106
$774K 0.11%
5,379
-18
107
$769K 0.11%
10,676
+4
108
$768K 0.11%
3,812
109
$755K 0.1%
3,254
+101
110
$737K 0.1%
4,360
+7
111
$729K 0.1%
6,114
+370
112
$728K 0.1%
5,560
-122
113
$724K 0.1%
30,222
+717
114
$713K 0.1%
5,519
+9
115
$712K 0.1%
8,897
+1,070
116
$707K 0.1%
36,005
+2,110
117
$707K 0.1%
13,453
+2,554
118
$698K 0.1%
6,214
-366
119
$683K 0.09%
1,711
120
$682K 0.09%
1,900
+15
121
$667K 0.09%
17,920
-428
122
$665K 0.09%
12,748
123
$663K 0.09%
13,994
+1,350
124
$660K 0.09%
13,184
125
$653K 0.09%
4,851
3 4
5
6 7