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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$571K
3
+$379K
4
DD icon
DuPont de Nemours
DD
+$225K
5
AMZN icon
Amazon
AMZN
+$207K

Top Sells

1
+$583K
2
+$538K
3
+$115K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K
5
GLD icon
SPDR Gold Trust
GLD
+$107K

Sector Composition

1 Healthcare 33.6%
2 Financials 9.48%
3 Technology 8.34%
4 Industrials 5.54%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 26.76%
361,212
-4,850
2
$3.9M 2.6%
18,575
+2,722
3
$3.84M 2.56%
69,132
+1,016
4
$3.65M 2.44%
32,884
-171
5
$2.98M 1.99%
27,487
-316
6
$2.06M 1.37%
7,278
-37
7
$2.02M 1.35%
17,354
+422
8
$1.9M 1.26%
23,349
-131
9
$1.84M 1.23%
33,572
10
$1.8M 1.2%
13,185
+62
11
$1.57M 1.05%
23,267
12
$1.52M 1.02%
5,432
+36
13
$1.52M 1.01%
14,132
+865
14
$1.39M 0.93%
23,392
15
$1.28M 0.85%
8,365
+3
16
$1.27M 0.85%
6,590
-150
17
$1.25M 0.83%
30,312
+455
18
$1.19M 0.8%
9,075
19
$1.18M 0.79%
10,052
-154
20
$1.13M 0.75%
24,551
+1,016
21
$1.11M 0.74%
29,130
22
$1.1M 0.74%
13,604
23
$1.09M 0.73%
23,849
-346
24
$1.05M 0.7%
25,148
+689
25
$1.02M 0.68%
18,000
+20
1
2 3 4 5