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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$374K 0.05%
11,017
-2,766
177
$372K 0.05%
6,486
178
$370K 0.05%
4,103
-557
179
$365K 0.05%
3,102
+5
180
$363K 0.05%
16,512
+383
181
$362K 0.05%
9,521
182
$362K 0.05%
4,320
+36
183
$356K 0.05%
9,074
184
$351K 0.05%
10,360
185
$347K 0.05%
9,155
+1,339
186
$344K 0.05%
331
+1
187
$344K 0.05%
7,384
188
$343K 0.05%
5,469
189
$339K 0.05%
3,224
190
$338K 0.05%
7,623
+7
191
$338K 0.05%
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192
$337K 0.05%
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193
$336K 0.05%
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194
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195
$332K 0.05%
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196
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3,003
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197
$327K 0.05%
3,690
198
$325K 0.05%
10,005
199
$324K 0.05%
4,570
200
$320K 0.05%
7,123
-172
6 7
8
9 10