BFC
Bedel Financial Consulting Portfolio holdings
AUM
$732M
1-Year Return
3.43%
This Quarter Return
+12.12%
1 Year Return
+3.43%
3 Year Return
+84.18%
5 Year Return
+170.71%
10 Year Return
–
AUM
$150M
AUM Growth
+$13.9M
(+10%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
42.77%
Holding
748
New
41
Increased
142
Reduced
77
Closed
23
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$636K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$571K |
| 3 |
Duke Energy
DUK
|
$379K |
| 4 |
DuPont de Nemours
DD
|
$225K |
| 5 |
Amazon
AMZN
|
$207K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$583K |
| 2 |
Eli Lilly
LLY
|
$538K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$115K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$113K |
| 5 |
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% |
