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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$624K 0.09%
7,063
+4
127
$623K 0.09%
1,065
-43
128
$618K 0.09%
1,711
-22
129
$612K 0.09%
17,730
130
$593K 0.08%
21,054
+5,802
131
$590K 0.08%
12,322
+40
132
$578K 0.08%
12,644
133
$563K 0.08%
3,309
+1
134
$556K 0.08%
10,899
+1,511
135
$544K 0.08%
3,153
-177
136
$533K 0.08%
+9,597
137
$515K 0.07%
8,832
138
$513K 0.07%
2,100
139
$511K 0.07%
14,508
140
$511K 0.07%
4,445
141
$510K 0.07%
12,858
-25
142
$507K 0.07%
14,593
143
$507K 0.07%
13,592
+17
144
$485K 0.07%
827
+9
145
$485K 0.07%
16,679
-500
146
$481K 0.07%
3,446
147
$479K 0.07%
3,506
-213
148
$479K 0.07%
1,444
+8
149
$477K 0.07%
14,436
+503
150
$473K 0.07%
957
-101
4 5
6
7 8