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
$139M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$123K
3 +$120K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$103K
5
DIS icon
Walt Disney
DIS
+$99.6K

Top Sells

1 +$873K
2 +$404K
3 +$297K
4
NGG icon
National Grid
NGG
+$273K
5
BMY icon
Bristol-Myers Squibb
BMY
+$238K

Sector Composition

1 Healthcare 36.03%
2 Financials 8.91%
3 Technology 7.63%
4 Consumer Staples 5.42%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$80K 0.06%
1,679
202
$80K 0.06%
5,616
-1,638
203
$79K 0.06%
1,398
204
$79K 0.06%
+1,731
205
$79K 0.06%
260
206
$78K 0.06%
1,609
207
$76K 0.05%
1,798
+1
208
$76K 0.05%
879
209
$75K 0.05%
12,440
210
$75K 0.05%
9,802
+13
211
$73K 0.05%
954
212
$71K 0.05%
1,500
213
$71K 0.05%
741
214
$71K 0.05%
657
215
$71K 0.05%
606
216
$71K 0.05%
5,036
217
$70K 0.05%
883
218
$70K 0.05%
5,719
219
$69K 0.05%
700
220
$69K 0.05%
7,004
221
$67K 0.05%
628
222
$66K 0.05%
705
223
$64K 0.05%
4,393
+2
224
$64K 0.05%
316
225
$63K 0.05%
5,312
+4,186