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
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$100K 0.06%
2,186
202
$99K 0.06%
4,000
203
$99K 0.06%
1,088
204
$98K 0.06%
330
205
$98K 0.06%
470
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206
$97K 0.06%
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207
$97K 0.06%
5,036
208
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209
$96K 0.06%
873
210
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211
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212
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625
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213
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214
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216
$91K 0.05%
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217
$90K 0.05%
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218
$89K 0.05%
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219
$87K 0.05%
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221
$86K 0.05%
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222
$83K 0.05%
664
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223
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628
224
$82K 0.05%
5,719
225
$81K 0.05%
418
7 8
9
10 11