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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$491K 0.07%
9,600
-27
152
$490K 0.07%
3,446
153
$488K 0.07%
4,445
154
$469K 0.07%
1,178
-71
155
$467K 0.06%
1,517
+66
156
$463K 0.06%
1,470
+26
157
$462K 0.06%
4,570
158
$458K 0.06%
4,022
+28
159
$448K 0.06%
2,111
-1,830
160
$443K 0.06%
12,989
-477
161
$441K 0.06%
13,671
+79
162
$427K 0.06%
4,366
+5
163
$426K 0.06%
14,436
164
$425K 0.06%
3,056
+1
165
$425K 0.06%
6,489
+3
166
$422K 0.06%
3,463
-744
167
$419K 0.06%
2,009
+188
168
$416K 0.06%
1,700
-117
169
$412K 0.06%
1,183
-35
170
$400K 0.06%
16,335
-177
171
$397K 0.06%
8,452
+47
172
$397K 0.06%
2,187
+414
173
$395K 0.05%
5,800
-650
174
$394K 0.05%
3,449
175
$394K 0.05%
14,607
+19
5 6
7
8 9