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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$3.49M
3 +$3.22M
4
AAPL icon
Apple
AAPL
+$3.06M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.61%
2 Financials 10.56%
3 Technology 8.47%
4 Industrials 7.71%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.18%
+2,147
127
$201K 0.18%
+1,275
128
$200K 0.18%
+2,390
129
$200K 0.18%
+1,980
130
$134K 0.12%
+10,757
131
$100K 0.09%
+4,232
132
$81K 0.07%
+12,440