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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$459K 0.1%
2,100
127
$449K 0.09%
4,445
+153
128
$448K 0.09%
13,094
129
$447K 0.09%
1,818
+33
130
$433K 0.09%
14,508
131
$431K 0.09%
4,801
+9
132
$428K 0.09%
14,593
133
$427K 0.09%
9,420
+2,700
134
$422K 0.09%
14,118
+206
135
$417K 0.09%
9,768
+22
136
$417K 0.09%
14,945
-9,013
137
$412K 0.09%
2,072
+55
138
$412K 0.09%
8,832
139
$408K 0.09%
60,552
-34,387
140
$402K 0.08%
1,023
+10
141
$396K 0.08%
3,824
142
$396K 0.08%
3,446
143
$395K 0.08%
4,718
+31
144
$390K 0.08%
16,131
-366
145
$384K 0.08%
3,226
+3
146
$384K 0.08%
1,244
147
$383K 0.08%
4,000
148
$380K 0.08%
14,545
+967
149
$377K 0.08%
11,415
-76
150
$375K 0.08%
2,355
+1,055
4 5
6
7 8