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
376
$20K 0.01%
461
+2
377
$20K 0.01%
204
+89
378
$20K 0.01%
251
379
$20K 0.01%
200
380
$20K 0.01%
816
+94
381
$20K 0.01%
137
382
$20K 0.01%
428
383
$20K 0.01%
+164
384
$20K 0.01%
1,600
385
$19K 0.01%
403
+2
386
$19K 0.01%
231
-286
387
$19K 0.01%
500
388
$19K 0.01%
425
-4
389
$18K 0.01%
95
390
$18K 0.01%
266
391
$18K 0.01%
800
-200
392
$18K 0.01%
115
393
$18K 0.01%
412
394
$18K 0.01%
936
395
$18K 0.01%
200
396
$17K 0.01%
300
397
$17K 0.01%
+388
398
$17K 0.01%
1,126
399
$17K 0.01%
130
-10
400
$17K 0.01%
1,301
14 15
16
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