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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.14%
1,086
+36
127
$214K 0.14%
1,823
+50
128
$211K 0.14%
4,757
+3
129
$209K 0.14%
1,911
-101
130
$205K 0.14%
2,163
+5
131
$202K 0.13%
1,258
132
$201K 0.13%
2,816
133
$200K 0.13%
4,393
-35
134
$197K 0.13%
1,851
-1,080
135
$196K 0.13%
3,904
-46
136
$195K 0.13%
2,450
+24
137
$195K 0.13%
863
+20
138
$191K 0.13%
13,912
139
$190K 0.13%
1,977
-406
140
$187K 0.12%
974
141
$186K 0.12%
1,295
-70
142
$182K 0.12%
5,076
143
$182K 0.12%
2,316
144
$181K 0.12%
5,435
145
$180K 0.12%
1,176
+2
146
$180K 0.12%
1,707
147
$179K 0.12%
2,640
+211
148
$177K 0.12%
2,741
-1,460
149
$176K 0.12%
4,137
+2
150
$175K 0.12%
8,337
+47
4 5
6
7 8