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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.12%
2,355
+76
152
$168K 0.11%
5,913
+1,005
153
$163K 0.11%
1,415
-927
154
$160K 0.11%
473
155
$153K 0.1%
5,922
156
$150K 0.1%
1,412
+51
157
$148K 0.1%
4,462
158
$147K 0.1%
8,204
-236
159
$146K 0.1%
2,084
-540
160
$146K 0.1%
10,000
161
$141K 0.09%
639
162
$140K 0.09%
1,314
+694
163
$139K 0.09%
611
+106
164
$138K 0.09%
1,256
165
$137K 0.09%
1,898
166
$137K 0.09%
3,095
-56
167
$137K 0.09%
1,755
+1,444
168
$137K 0.09%
1,977
169
$135K 0.09%
1,099
-207
170
$134K 0.09%
3,804
-758
171
$131K 0.09%
1,750
172
$129K 0.09%
5,000
173
$129K 0.09%
1,045
+1
174
$128K 0.09%
1,762
175
$126K 0.08%
4,328
5 6
7
8 9