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
276
$46K 0.03%
1,024
277
$45K 0.03%
1,479
278
$45K 0.03%
1,745
279
$45K 0.03%
1,000
280
$45K 0.03%
1,896
281
$44K 0.03%
958
+3
282
$44K 0.03%
284
283
$44K 0.03%
285
284
$44K 0.03%
187
285
$44K 0.03%
345
286
$43K 0.03%
1,344
+108
287
$42K 0.03%
1,187
+387
288
$42K 0.03%
536
289
$41K 0.03%
1,876
290
$40K 0.03%
1,332
291
$39K 0.03%
853
-481
292
$38K 0.03%
1,527
+18
293
$38K 0.03%
5,826
294
$37K 0.03%
841
-35
295
$37K 0.03%
1,606
296
$36K 0.03%
665
297
$36K 0.03%
1,332
298
$36K 0.03%
588
299
$36K 0.03%
600
300
$36K 0.03%
804
10 11
12
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