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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$125K 0.08%
826
+2
177
$124K 0.08%
1,286
178
$123K 0.08%
2,135
+192
179
$123K 0.08%
4,081
-96
180
$122K 0.08%
2,806
181
$122K 0.08%
6,732
+1,050
182
$122K 0.08%
2,302
183
$119K 0.08%
1,492
+48
184
$116K 0.08%
1,636
185
$115K 0.08%
7,254
+2,996
186
$115K 0.08%
1,487
187
$112K 0.07%
1,144
188
$110K 0.07%
2,600
189
$106K 0.07%
4,441
190
$101K 0.07%
1,892
191
$101K 0.07%
2,186
192
$100K 0.07%
3,520
193
$99K 0.07%
1,088
194
$98K 0.07%
5,277
195
$98K 0.07%
1,700
196
$97K 0.06%
1,398
197
$96K 0.06%
8,546
198
$94K 0.06%
924
+2
199
$94K 0.06%
1,255
200
$93K 0.06%
1,308
6 7
8
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