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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.06%
3,354
+47
177
$308K 0.06%
1,263
+117
178
$305K 0.06%
6,486
+1,224
179
$301K 0.06%
3,690
+190
180
$299K 0.06%
3,499
+722
181
$297K 0.06%
7,990
+537
182
$295K 0.06%
7,584
+380
183
$294K 0.06%
3,141
184
$294K 0.06%
1,463
185
$293K 0.06%
8,972
-366
186
$293K 0.06%
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187
$289K 0.06%
2,790
188
$286K 0.06%
3,393
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189
$279K 0.06%
8,337
190
$278K 0.06%
5,897
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191
$273K 0.06%
3,021
+3
192
$271K 0.06%
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193
$263K 0.06%
650
194
$261K 0.05%
3,082
-6
195
$260K 0.05%
330
196
$260K 0.05%
1,737
+8
197
$258K 0.05%
1,220
-22
198
$256K 0.05%
692
199
$250K 0.05%
1,397
+3
200
$250K 0.05%
6,254
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8
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