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
$709M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.06M
3
+$755K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$533K

Top Sells

1
+$1.11M
2
+$795K
3
+$682K
4
AAPL icon
Apple
AAPL
+$341K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$264K

Sector Composition

1 Healthcare 42.86%
2 Technology 7.08%
3 Financials 3.25%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$318K 0.04%
3,055
+1
202
$318K 0.04%
1,162
+5
203
$318K 0.04%
1,773
+7
204
$316K 0.04%
1,821
-28
205
$310K 0.04%
7,573
+11
206
$303K 0.04%
5,552
-12
207
$285K 0.04%
5,515
+462
208
$282K 0.04%
8,151
209
$275K 0.04%
2,317
+10
210
$273K 0.04%
2,841
211
$273K 0.04%
1,048
212
$272K 0.04%
5,560
213
$270K 0.04%
1,434
+2
214
$270K 0.04%
2,139
+100
215
$268K 0.04%
7,901
-135
216
$263K 0.04%
2,193
+53
217
$259K 0.04%
2,701
-45
218
$258K 0.04%
1,361
+3
219
$256K 0.04%
525
+30
220
$256K 0.04%
613
-29
221
$254K 0.04%
1,632
-197
222
$254K 0.04%
6,075
+338
223
$253K 0.04%
9,138
-367
224
$250K 0.04%
4,300
+15
225
$249K 0.04%
1,774
+3
7 8
9
10 11