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
251
$59K 0.04%
4,388
+3
252
$59K 0.04%
200
253
$59K 0.04%
1,486
254
$59K 0.04%
1,692
255
$58K 0.04%
315
256
$58K 0.04%
524
257
$58K 0.04%
771
258
$58K 0.04%
1,106
+2
259
$58K 0.04%
660
260
$57K 0.04%
418
261
$57K 0.04%
359
262
$55K 0.04%
2,748
263
$54K 0.04%
1,192
+4
264
$53K 0.04%
424
-38
265
$52K 0.04%
3,560
266
$51K 0.04%
1,376
267
$51K 0.04%
+650
268
$50K 0.04%
3,023
269
$49K 0.04%
486
270
$49K 0.04%
+825
271
$48K 0.04%
521
-47
272
$48K 0.04%
705
273
$47K 0.03%
325
274
$47K 0.03%
2,039
-15
275
$47K 0.03%
1,325
9 10
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