BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$281K
3 +$207K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$128K
5
DIS icon
Walt Disney
DIS
+$120K

Sector Composition

1 Healthcare 29.14%
2 Technology 11.36%
3 Financials 6.22%
4 Consumer Discretionary 5.37%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$123K 0.05%
6,015
202
$123K 0.05%
2,088
203
$121K 0.05%
1,105
204
$121K 0.05%
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205
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206
$118K 0.05%
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$118K 0.05%
6,895
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208
$115K 0.05%
3,193
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209
$113K 0.05%
157
210
$113K 0.05%
776
211
$112K 0.05%
3,900
212
$111K 0.05%
1,255
213
$110K 0.05%
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214
$109K 0.05%
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215
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216
$108K 0.05%
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217
$106K 0.05%
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218
$105K 0.05%
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219
$105K 0.05%
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221
$104K 0.05%
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222
$102K 0.05%
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$101K 0.04%
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$100K 0.04%
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$100K 0.04%
879