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
$342M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$12.3M
3
+$6.14M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$3.75M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.44M

Top Sells

1
+$1.23M
2
+$303K
3
+$287K
4
ICE icon
Intercontinental Exchange
ICE
+$248K
5
AMD icon
Advanced Micro Devices
AMD
+$233K

Sector Composition

1 Healthcare 35.27%
2 Technology 8.47%
3 Financials 3.89%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$229K 0.07%
1,706
+9
177
$228K 0.07%
18,295
178
$227K 0.07%
2,843
-102
179
$225K 0.07%
12,937
180
$223K 0.07%
4,679
-943
181
$223K 0.07%
6,254
182
$219K 0.06%
2,876
+1,681
183
$215K 0.06%
4,587
184
$214K 0.06%
1,969
-249
185
$213K 0.06%
3,929
+1,147
186
$212K 0.06%
2,728
+15
187
$208K 0.06%
2,790
-363
188
$207K 0.06%
4,964
-1,219
189
$205K 0.06%
1,121
190
$202K 0.06%
1,698
+3
191
$148K 0.04%
11,803
192
$98K 0.03%
1,603
193
$65K 0.02%
11,962
194
$32K 0.01%
33,333
-16,667
195
$13K ﹤0.01%
34,000
-27,000
196
– –
-75
197
– –
-1,122
198
– –
-1,355
199
– –
-961
200
– –
-150
6 7
8
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