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
$157M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 35.42%
2 Financials 8.3%
3 Technology 8.26%
4 Consumer Staples 5.39%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$89K 0.06%
633
202
$89K 0.06%
1,088
203
$89K 0.06%
1,492
204
$87K 0.06%
1,398
205
$87K 0.06%
3,261
+1
206
$86K 0.05%
4,441
207
$85K 0.05%
1,799
+1
208
$83K 0.05%
741
209
$83K 0.05%
883
210
$83K 0.05%
960
+6
211
$82K 0.05%
1,731
212
$82K 0.05%
5,277
213
$82K 0.05%
659
+2
214
$81K 0.05%
879
215
$79K 0.05%
433
+80
216
$78K 0.05%
628
217
$77K 0.05%
1,500
218
$77K 0.05%
12,440
219
$76K 0.05%
5,719
220
$75K 0.05%
705
221
$75K 0.05%
7,004
222
$74K 0.05%
606
223
$73K 0.05%
700
224
$73K 0.05%
8,315
-1,487
225
$72K 0.05%
778