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
351
$24K 0.02%
479
352
$24K 0.02%
504
353
$24K 0.02%
163
354
$24K 0.02%
737
355
$24K 0.02%
222
356
$23K 0.02%
+1,002
357
$23K 0.02%
1,944
358
$23K 0.02%
1,028
359
$23K 0.02%
404
360
$23K 0.02%
200
361
$23K 0.02%
603
362
$23K 0.02%
+400
363
$23K 0.02%
1,002
364
$22K 0.02%
400
365
$22K 0.02%
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366
$22K 0.02%
272
367
$22K 0.02%
262
368
$22K 0.02%
975
369
$22K 0.02%
469
370
$22K 0.02%
400
371
$22K 0.02%
130
372
$21K 0.02%
704
+4
373
$21K 0.02%
200
374
$21K 0.02%
+1,143
375
$21K 0.02%
396