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
426
$15K 0.01%
311
427
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188
428
$15K 0.01%
285
429
$15K 0.01%
171
+155
430
$15K 0.01%
630
431
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229
432
$15K 0.01%
350
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$14K 0.01%
7
+2
434
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+349
435
$14K 0.01%
51
436
$14K 0.01%
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437
$14K 0.01%
300
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341
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439
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264
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115
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$14K 0.01%
289
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$13K 0.01%
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444
$13K 0.01%
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445
$13K 0.01%
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39
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448
$13K 0.01%
200
449
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450
$13K 0.01%
135