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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$185K 0.13%
3,101
127
$180K 0.13%
7,319
+1,406
128
$180K 0.13%
1,977
129
$177K 0.13%
1,258
130
$177K 0.13%
2,430
-210
131
$173K 0.12%
3,335
132
$172K 0.12%
1,415
133
$171K 0.12%
1,980
134
$170K 0.12%
1,341
+46
135
$169K 0.12%
5,082
+6
136
$169K 0.12%
1,729
-94
137
$167K 0.12%
2,848
+107
138
$167K 0.12%
3,904
139
$162K 0.12%
974
140
$160K 0.12%
1,636
-1,845
141
$157K 0.11%
2,397
+42
142
$155K 0.11%
2,316
143
$154K 0.11%
5,435
144
$152K 0.11%
2,031
+723
145
$150K 0.11%
5,922
146
$142K 0.1%
473
147
$142K 0.1%
2,077
-799
148
$141K 0.1%
2,185
+50
149
$140K 0.1%
4,512
+50
150
$140K 0.1%
5,687
+2,167
4 5
6
7 8