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
$479M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$4.54M
3
+$2.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
VTV icon
Vanguard Value ETF
VTV
+$689K

Top Sells

1
+$19.9M
2
+$4.67M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$456K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$317K

Sector Composition

1 Healthcare 34.41%
2 Technology 8.26%
3 Financials 3.49%
4 Consumer Staples 2.39%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$249K 0.05%
4,000
202
$246K 0.05%
2,006
+135
203
$245K 0.05%
6,886
+396
204
$243K 0.05%
2,133
205
$243K 0.05%
1,840
-408
206
$241K 0.05%
4,679
207
$240K 0.05%
5,786
+134
208
$240K 0.05%
15,042
+1,140
209
$236K 0.05%
8,073
-494
210
$234K 0.05%
1,282
211
$233K 0.05%
1,379
212
$233K 0.05%
+2,690
213
$233K 0.05%
7,466
214
$228K 0.05%
2,000
215
$228K 0.05%
4,982
+273
216
$226K 0.05%
+2,929
217
$226K 0.05%
2,102
+20
218
$226K 0.05%
3,943
-52
219
$225K 0.05%
6,764
220
$225K 0.05%
+2,565
221
$223K 0.05%
8,151
222
$216K 0.05%
+5,050
223
$215K 0.04%
+1,969
224
$214K 0.04%
+1,894
225
$212K 0.04%
2,820
+20
6 7 8
9
10