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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$123K
3
+$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1
+$873K
2
+$404K
3
+$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.07%
1,061
-790
177
$103K 0.07%
1,977
178
$103K 0.07%
1,350
+690
179
$100K 0.07%
994
-320
180
$98K 0.07%
8,546
181
$96K 0.07%
2,806
182
$93K 0.07%
2,186
183
$93K 0.07%
+2,156
184
$93K 0.07%
330
185
$92K 0.07%
5,000
186
$92K 0.07%
1,488
+250
187
$91K 0.07%
4,441
188
$88K 0.06%
600
189
$88K 0.06%
1,492
190
$87K 0.06%
2,556
191
$87K 0.06%
661
-515
192
$84K 0.06%
532
193
$84K 0.06%
4,000
194
$84K 0.06%
3,260
-877
195
$84K 0.06%
1,071
+335
196
$82K 0.06%
633
197
$82K 0.06%
1,088
198
$82K 0.06%
5,277
199
$82K 0.06%
873
200
$81K 0.06%
1,255
6 7
8
9 10