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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$161K 0.12%
+639
152
$161K 0.12%
+1,352
153
$160K 0.12%
+467
154
$160K 0.12%
+1,727
155
$157K 0.12%
+5,922
156
$157K 0.12%
+1,306
157
$154K 0.12%
+13,692
158
$152K 0.12%
+4,133
159
$148K 0.11%
+1,355
160
$145K 0.11%
+4,623
161
$145K 0.11%
+2,424
162
$144K 0.11%
+3,456
163
$142K 0.11%
3,146
-565
164
$142K 0.11%
+4,239
165
$142K 0.11%
+1,905
166
$136K 0.1%
+8,290
167
$133K 0.1%
+1,977
168
$132K 0.1%
+2,968
169
$131K 0.1%
+479
170
$129K 0.1%
+7,492
171
$128K 0.1%
+933
172
$128K 0.1%
+823
173
$128K 0.1%
+830
174
$127K 0.1%
+1,750
175
$127K 0.1%
+1,256
5 6
7
8 9