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
326
$30K 0.02%
1,456
+456
327
$30K 0.02%
+908
328
$30K 0.02%
345
329
$29K 0.02%
800
330
$29K 0.02%
400
-95
331
$29K 0.02%
127
332
$29K 0.02%
1,364
+11
333
$29K 0.02%
1,403
334
$28K 0.02%
457
335
$28K 0.02%
989
336
$28K 0.02%
450
337
$28K 0.02%
159
338
$27K 0.02%
+112
339
$27K 0.02%
3,500
340
$27K 0.02%
325
341
$27K 0.02%
1,500
342
$26K 0.02%
800
343
$26K 0.02%
410
344
$26K 0.02%
2,100
345
$26K 0.02%
3,895
346
$26K 0.02%
400
347
$25K 0.02%
311
-36
348
$25K 0.02%
350
-38
349
$25K 0.02%
500
350
$24K 0.02%
60
+1
12 13
14
15 16