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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$125K 0.1%
+2,012
177
$122K 0.09%
+4,328
178
$122K 0.09%
+2,351
179
$121K 0.09%
+2,302
180
$119K 0.09%
+1,116
181
$119K 0.09%
+921
182
$117K 0.09%
+1,487
183
$116K 0.09%
+1,286
184
$114K 0.09%
+1,762
185
$111K 0.08%
+1,044
186
$109K 0.08%
+2,186
187
$109K 0.08%
+3,534
188
$108K 0.08%
+873
189
$107K 0.08%
+1,115
190
$106K 0.08%
+1,444
191
$105K 0.08%
+4,771
192
$104K 0.08%
9,392
-1,365
193
$104K 0.08%
+1,791
194
$104K 0.08%
+8,546
195
$99K 0.08%
+2,600
196
$99K 0.08%
+5,604
197
$98K 0.07%
+1,636
198
$98K 0.07%
+1,144
199
$97K 0.07%
+1,700
200
$94K 0.07%
+649
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