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
$719M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$2.7M
3
+$887K
4
PLTR icon
Palantir
PLTR
+$793K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K

Top Sells

1
+$874K
2
+$494K
3
+$445K
4
DHR icon
Danaher
DHR
+$388K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$338K

Sector Composition

1 Healthcare 40.25%
2 Technology 7.12%
3 Financials 4.43%
4 Consumer Discretionary 2%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$329K 0.05%
1,048
202
$326K 0.05%
3,690
203
$321K 0.04%
2,570
-433
204
$313K 0.04%
2,798
+476
205
$313K 0.04%
3,062
206
$311K 0.04%
8,151
207
$307K 0.04%
7,631
+8
208
$306K 0.04%
7,816
-1,339
209
$306K 0.04%
917
-302
210
$306K 0.04%
1,494
+60
211
$291K 0.04%
1,200
+2
212
$290K 0.04%
1,149
-13
213
$287K 0.04%
613
214
$285K 0.04%
7,562
-11
215
$283K 0.04%
2,145
+128
216
$279K 0.04%
529
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217
$277K 0.04%
6,912
-211
218
$277K 0.04%
2,139
219
$271K 0.04%
2,841
220
$263K 0.04%
1,362
+1
221
$261K 0.04%
2,140
-53
222
$259K 0.04%
4,504
-7
223
$256K 0.04%
9,948
+842
224
$251K 0.03%
9,983
-22
225
$248K 0.03%
600
7 8
9
10 11