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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$92K 0.06%
2,556
+293
202
$92K 0.06%
330
203
$92K 0.06%
873
204
$90K 0.06%
260
-207
205
$89K 0.06%
600
206
$88K 0.06%
1,238
-191
207
$87K 0.06%
14,200
208
$86K 0.06%
9,789
+392
209
$85K 0.06%
741
210
$85K 0.06%
1,609
211
$81K 0.05%
4,000
212
$81K 0.05%
1,679
213
$81K 0.05%
879
214
$81K 0.05%
5,036
215
$79K 0.05%
633
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216
$79K 0.05%
12,440
217
$79K 0.05%
1,333
-55
218
$77K 0.05%
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219
$77K 0.05%
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220
$77K 0.05%
1,797
+1
221
$77K 0.05%
657
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222
$77K 0.05%
8,170
223
$76K 0.05%
628
224
$76K 0.05%
489
-50
225
$75K 0.05%
606
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9
10 11