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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.1%
1,743
-12
152
$136K 0.1%
1,898
153
$136K 0.1%
843
-20
154
$136K 0.1%
1,433
+21
155
$133K 0.1%
3,659
-1,459
156
$132K 0.1%
1,750
157
$132K 0.1%
1,757
+50
158
$131K 0.09%
2,084
159
$125K 0.09%
612
+1
160
$125K 0.09%
8,208
+4
161
$124K 0.09%
3,194
+99
162
$124K 0.09%
1,256
163
$123K 0.09%
827
+1
164
$123K 0.09%
1,286
165
$122K 0.09%
1,099
166
$118K 0.08%
1,636
167
$118K 0.08%
4,328
168
$117K 0.08%
2,302
169
$116K 0.08%
1,487
170
$108K 0.08%
1,762
171
$108K 0.08%
6,732
172
$107K 0.08%
639
173
$105K 0.08%
1,045
174
$104K 0.07%
1,137
+213
175
$104K 0.07%
1,144
5 6
7
8 9