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
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 21.4%
363,884
+16,239
2
$3.07M 2.33%
27,892
-2,254
3
$3.06M 2.33%
15,344
-2,284
4
$2.98M 2.26%
32,626
-88
5
$2.96M 2.25%
70,524
-1,812
6
$2.03M 1.54%
7,650
-260
7
$1.81M 1.38%
34,126
+30,226
8
$1.76M 1.33%
23,542
+14
9
$1.71M 1.3%
16,993
-220
10
$1.53M 1.16%
11,929
+126
11
$1.52M 1.16%
23,267
+1,367
12
$1.45M 1.1%
13,296
-367
13
$1.43M 1.09%
+32,278
14
$1.42M 1.08%
5,395
-1,241
15
$1.27M 0.97%
23,247
+17,947
16
$1.26M 0.96%
24,227
-535
17
$1.23M 0.93%
6,887
18
$1.16M 0.88%
10,202
+5
19
$1.16M 0.88%
8,373
+2
20
$1.13M 0.86%
30,130
21
$1.1M 0.84%
13,857
+100
22
$1.09M 0.83%
9,075
23
$1.04M 0.79%
24,277
+17
24
$1.04M 0.79%
7,630
+25
25
$967K 0.74%
5,964
+139
1
2 3 4 5