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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$649K 0.09%
3,163
+18
127
$642K 0.09%
1,468
+49
128
$642K 0.09%
1,596
+334
129
$634K 0.09%
13,458
+600
130
$600K 0.08%
3,414
+105
131
$585K 0.08%
4,529
-189
132
$584K 0.08%
20,908
-146
133
$583K 0.08%
17,730
134
$580K 0.08%
6,473
+7
135
$575K 0.08%
1,065
136
$567K 0.08%
2,194
+1
137
$555K 0.08%
12,430
+108
138
$551K 0.08%
2,701
+419
139
$548K 0.08%
+10,182
140
$542K 0.08%
10,760
+6,966
141
$535K 0.07%
945
-12
142
$532K 0.07%
8,832
143
$528K 0.07%
14,508
144
$524K 0.07%
7,027
-36
145
$523K 0.07%
3,431
-75
146
$522K 0.07%
14,593
147
$518K 0.07%
828
+1
148
$515K 0.07%
9,974
+65
149
$509K 0.07%
2,100
150
$493K 0.07%
17,797
+1,118
4 5
6
7 8