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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.11%
12,859
+8,374
127
$373K 0.11%
2,573
+1,066
128
$369K 0.11%
17,610
-4,069
129
$368K 0.11%
5,503
+1,485
130
$366K 0.11%
1,503
131
$363K 0.11%
3,446
132
$360K 0.11%
4,008
-218
133
$353K 0.1%
13,041
-2,902
134
$351K 0.1%
2,748
+25
135
$345K 0.1%
1,244
+132
136
$345K 0.1%
1,732
+1
137
$342K 0.1%
12,199
-342
138
$338K 0.1%
1,490
+124
139
$332K 0.1%
2,354
+164
140
$326K 0.1%
3,393
141
$323K 0.09%
6,820
142
$319K 0.09%
13,719
+4,161
143
$316K 0.09%
1,534
+445
144
$314K 0.09%
9,992
+1
145
$313K 0.09%
4,000
146
$312K 0.09%
20,580
+1,310
147
$311K 0.09%
2,171
148
$307K 0.09%
6,144
149
$306K 0.09%
2,167
-229
150
$295K 0.09%
4,750
+267
4 5
6
7 8