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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.16%
3,101
127
$205K 0.16%
+625
128
$202K 0.15%
843
129
$200K 0.15%
1,171
-75
130
$200K 0.15%
+1,050
131
$197K 0.15%
2,409
+19
132
$197K 0.15%
+4,620
133
$197K 0.15%
13,912
134
$196K 0.15%
2,152
+5
135
$194K 0.15%
+3,968
136
$193K 0.15%
+2,400
137
$191K 0.15%
+2,868
138
$190K 0.14%
1,980
139
$189K 0.14%
+1,287
140
$187K 0.14%
1,790
141
$186K 0.14%
+847
142
$184K 0.14%
2,815
-375
143
$180K 0.14%
+1,173
144
$180K 0.14%
+10,000
145
$180K 0.14%
+2,816
146
$177K 0.13%
+828
147
$176K 0.13%
+1,469
148
$174K 0.13%
+3,901
149
$168K 0.13%
+5,557
150
$167K 0.13%
+974
4 5
6
7 8