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
$136M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$377K
3
+$225K
4
ABBV icon
AbbVie
ABBV
+$207K
5
LLY icon
Eli Lilly
LLY
+$186K

Top Sells

1
+$324K
2
+$299K
3
+$244K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$208K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$148K

Sector Composition

1 Healthcare 29.66%
2 Financials 9.64%
3 Technology 8.33%
4 Industrials 5.76%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.05%
879
227
$72K 0.05%
145
228
$72K 0.05%
883
229
$71K 0.05%
3,972
+18
230
$71K 0.05%
1,123
+5
231
$71K 0.05%
858
-252
232
$70K 0.05%
700
233
$70K 0.05%
4,258
+2,176
234
$69K 0.05%
250
235
$68K 0.05%
3,648
-65
236
$68K 0.05%
2,979
+180
237
$67K 0.05%
1,500
-1,468
238
$66K 0.05%
620
+52
239
$66K 0.05%
4,044
240
$65K 0.05%
954
241
$64K 0.05%
1,275
242
$63K 0.05%
1,239
243
$62K 0.05%
+705
244
$62K 0.05%
805
245
$62K 0.05%
890
246
$62K 0.05%
5,804
247
$61K 0.04%
985
+150
248
$61K 0.04%
945
249
$60K 0.04%
1,574
250
$59K 0.04%
1,510
8 9
10
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