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
301
$35K 0.03%
2,420
-2,330
302
$35K 0.03%
5,000
303
$35K 0.03%
1,530
304
$34K 0.03%
1,000
305
$34K 0.03%
857
+634
306
$34K 0.03%
2,090
+37
307
$34K 0.03%
177
308
$33K 0.02%
209
309
$33K 0.02%
1,123
310
$33K 0.02%
679
311
$33K 0.02%
527
312
$32K 0.02%
600
313
$32K 0.02%
300
314
$32K 0.02%
4,303
315
$32K 0.02%
346
316
$32K 0.02%
+190
317
$32K 0.02%
+1,304
318
$32K 0.02%
1,250
319
$32K 0.02%
438
320
$31K 0.02%
665
321
$31K 0.02%
1,277
322
$31K 0.02%
161
-19
323
$30K 0.02%
690
324
$30K 0.02%
408
325
$30K 0.02%
509
11 12
13
14 15