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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$468K 0.07%
1,451
-6
152
$461K 0.07%
3,994
-50
153
$452K 0.06%
2,282
-41
154
$449K 0.06%
9,909
155
$448K 0.06%
1,817
+5
156
$445K 0.06%
5,923
+13
157
$442K 0.06%
7,827
-2,030
158
$441K 0.06%
1,249
+5
159
$441K 0.06%
4,000
160
$441K 0.06%
13,466
+2,089
161
$422K 0.06%
6,501
+11
162
$420K 0.06%
6,450
163
$397K 0.06%
4,361
+6
164
$397K 0.06%
3,871
+304
165
$397K 0.06%
8,405
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166
$393K 0.06%
6,232
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167
$385K 0.05%
2,363
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168
$385K 0.05%
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169
$383K 0.05%
1,219
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170
$382K 0.05%
3,997
171
$381K 0.05%
2,322
172
$378K 0.05%
3,449
+20
173
$376K 0.05%
14,588
+22
174
$374K 0.05%
657
175
$374K 0.05%
8,153
5 6
7
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