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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$374K 0.08%
5,855
+1,595
152
$374K 0.08%
2,302
153
$372K 0.08%
12,967
+59
154
$370K 0.08%
1,809
+22
155
$369K 0.08%
9,774
-357
156
$361K 0.08%
817
+13
157
$352K 0.07%
+9,069
158
$343K 0.07%
+2,437
159
$338K 0.07%
6,490
+280
160
$338K 0.07%
10,015
+20
161
$334K 0.07%
6,144
162
$330K 0.07%
15,066
+390
163
$328K 0.07%
4,150
+29
164
$324K 0.07%
9,586
165
$322K 0.07%
+2,758
166
$321K 0.07%
1,447
167
$321K 0.07%
9,803
-1,546
168
$319K 0.07%
1,286
-18
169
$319K 0.07%
+4,370
170
$318K 0.07%
4,529
171
$316K 0.07%
5,942
+102
172
$315K 0.07%
657
173
$313K 0.07%
6,450
174
$313K 0.07%
3,997
-21
175
$308K 0.06%
9,135
+405
5 6
7
8 9