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
401
$17K 0.01%
656
+509
402
$17K 0.01%
1,160
403
$17K 0.01%
415
404
$17K 0.01%
+150
405
$17K 0.01%
239
+39
406
$16K 0.01%
538
407
$16K 0.01%
136
408
$16K 0.01%
220
+1
409
$16K 0.01%
894
410
$16K 0.01%
530
411
$16K 0.01%
430
+188
412
$16K 0.01%
491
-430
413
$16K 0.01%
1,166
414
$16K 0.01%
429
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415
$16K 0.01%
200
416
$16K 0.01%
161
417
$16K 0.01%
100
418
$15K 0.01%
247
419
$15K 0.01%
+44
420
$15K 0.01%
192
421
$15K 0.01%
187
422
$15K 0.01%
188
423
$15K 0.01%
305
-37
424
$15K 0.01%
600
425
$15K 0.01%
+379
15 16
17
18 19