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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.09%
10,002
152
$286K 0.08%
4,329
153
$277K 0.08%
1,550
+2
154
$276K 0.08%
8,337
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155
$273K 0.08%
8,483
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156
$272K 0.08%
1,307
+1,127
157
$272K 0.08%
657
158
$265K 0.08%
3,327
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159
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13,614
+6
160
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804
161
$261K 0.08%
3,116
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162
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163
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808
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164
$253K 0.07%
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165
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$251K 0.07%
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167
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170
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172
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790
173
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2,016
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174
$230K 0.07%
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175
$230K 0.07%
1,282
5 6
7
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