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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$390K 0.05%
657
177
$390K 0.05%
3,104
+2
178
$387K 0.05%
4,000
179
$385K 0.05%
10,960
-57
180
$385K 0.05%
2,394
181
$384K 0.05%
3,867
-4
182
$383K 0.05%
+18,433
183
$379K 0.05%
4,925
+2,224
184
$379K 0.05%
3,976
-21
185
$378K 0.05%
6,490
-11
186
$376K 0.05%
6,277
+45
187
$373K 0.05%
9,420
-101
188
$370K 0.05%
9,074
189
$361K 0.05%
7,384
190
$355K 0.05%
4,383
+63
191
$355K 0.05%
3,542
+318
192
$353K 0.05%
10,360
193
$352K 0.05%
5,521
+52
194
$351K 0.05%
8,153
195
$347K 0.05%
1,719
-55
196
$345K 0.05%
331
197
$345K 0.05%
2,363
198
$342K 0.05%
4,080
-23
199
$340K 0.05%
5,690
+175
200
$337K 0.05%
4,463
+1,516
6 7
8
9 10