BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+2.52%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$411M
AUM Growth
+$8.48M
(+2.1%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
55.88%
Holding
237
New
11
Increased
85
Reduced
73
Closed
12
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$720K |
| 2 |
Ball Corp
BALL
|
$491K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$453K |
| 4 |
Apple
AAPL
|
$444K |
| 5 |
Honeywell
HON
|
$434K |
Sector Composition
| 1 | Healthcare | 30.16% |
| 2 | Technology | 8.35% |
| 3 | Financials | 3.43% |
| 4 | Consumer Staples | 2.42% |
| 5 | Consumer Discretionary | 2.34% |
