BFC

Bedel Financial Consulting Portfolio holdings

AUM $732M
1-Year Est. Return 3.43%
This Quarter Est. Return
1 Year Est. Return
+3.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$1.02M
3 +$668K
4
JNJ icon
Johnson & Johnson
JNJ
+$589K
5
XOM icon
Exxon Mobil
XOM
+$586K

Top Sells

1 +$11.9M
2 +$473K
3 +$412K
4
TGT icon
Target
TGT
+$222K
5
LLY icon
Eli Lilly
LLY
+$190K

Sector Composition

1 Healthcare 29%
2 Technology 11.21%
3 Financials 6.56%
4 Consumer Discretionary 5.41%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
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1,283
+593
377
$45K 0.02%
469
378
$45K 0.02%
1,000
379
$45K 0.02%
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380
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187
381
$44K 0.02%
1,649
+565
382
$44K 0.02%
159
383
$43K 0.02%
894
384
$43K 0.02%
300
385
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781
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386
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1,432
387
$42K 0.02%
1,593
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$41K 0.02%
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389
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$40K 0.02%
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768
397
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398
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606
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600
400
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1,486