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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$94K 0.07%
+500
202
$93K 0.07%
+1,351
203
$93K 0.07%
+330
204
$93K 0.07%
+1,429
205
$92K 0.07%
+606
206
$92K 0.07%
+1,422
207
$92K 0.07%
+1,110
208
$91K 0.07%
+1,679
209
$91K 0.07%
+1,428
210
$90K 0.07%
+4,000
211
$89K 0.07%
+1,321
212
$89K 0.07%
+651
213
$86K 0.07%
+3,520
214
$86K 0.07%
+5,036
215
$85K 0.06%
12,440
216
$85K 0.06%
+5,277
217
$83K 0.06%
+4,750
218
$82K 0.06%
+600
219
$81K 0.06%
+2,363
220
$80K 0.06%
+1,500
221
$79K 0.06%
+145
222
$78K 0.06%
+1,609
223
$74K 0.06%
+1,334
224
$74K 0.06%
+5,719
225
$74K 0.06%
+7,004
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